In today's global economy, effective tax planning can give your business a distinct
competitive advantage. Our tax professionals are committed to developing and implementing bright ideas, intelligent strategies, and innovative solutions for our
clients that minimize both current and future tax liabilities. We believe in a proactive, rather than reactive, approach to providing tax advisory services and go
beyond routine tax compliance by consistently bringing leading-edge ideas and strategies to our clients' attention. Corporate Tax Services
The professionals at D&D possess the right combination of compliance, consulting, and industry experience required to meet the tax needs of your business. Our tax
professionals go beyond providing standard tax compliance services by evaluating tax alternatives that help you make informed decisions. We work closely with our
clients to ensure that they are in compliance with income tax laws, while at the same time, minimizing both current and future tax liabilities. Our unique approach
to tax preparation is an extension of our firm's organizational structure, which is not segregated between audit and tax departments. This eliminates the need for
dealing with two separate groups of professionals and puts the onus on the
accountants to obtain as much of the tax information as possible while performing fieldwork. The result is an efficient tax engagement with minimal disruptions to your staff.
We have made tremendous investments in leading-edge tax preparation and research capabilities, and believe that our software and
research tools are the best in the business. With daily online updates of recent regulations and court decisions networked to our staff
and complete fifty-state capabilities, we are capable of addressing every conceivable tax issue or tax filing that may arise.
In order to obtain the maximum benefit from tax advisory services, it is essential that tax planning occur continuously throughout the
year. In this context, we place a strong emphasis on periodic meetings with management in order to discuss new regulations, tax
strategies, and planning ideas. Such forums provide us an opportunity to minimize the year-end tax liability and will allow us to focus on what is important to you.
International Tax Services
Multinational organizations now face increasing demands from different jurisdictions as governments and tax authorities continue to
pursue new revenues on international activities. We understand these challenges and have built a team of tax professionals with the
experience to create cross-border tax solutions. Among the many tax issues facing international trade, establishing transfer price
policies ranks among the most important as it influences manufacturing, distribution, and the lending of capital. For the uninformed,
this is an area that can result in devastating unintended taxes and penalties. We have significant experience dealing with these issues
and have assisted numerous clients with the development of intercompany pricing strategies that minimize worldwide taxes and meet
the technical tax requirements of each jurisdiction. Furthermore, we have an excellent record of representing our clients before the Internal Revenue Service International Division.
Estate Planning
D&D has committed significant resources to assist our clients with their personal estate planning needs. Our comprehensive estate
planning process can help you meet any of the following objectives:
- Protection of loved ones
- Minimization of estate taxes
- Provision of adequate estate liquidity
- Assurance of competent management of assets
- Direction of the disposition of assets
Our estate planning process is structured into four phases: data accumulation and goal-setting; analysis and recommendations;
implementation; and periodic monitoring. We begin by obtaining a thorough understanding of your current financial situation and goals
through personal interviews and questionnaires. Once the fact-finding is complete, we analyze and evaluate the information and prepare
a detailed written report that outlines your current financial condition and proposes a detailed asset disposition plan. After you and a
D&D professional have reviewed the plan and have determined the direction that best fits your personal situation, we schedule meetings
with your attorney and other advisors. We take an active role in managing the implementation process to assure that all necessary steps are taken by the appropriate professionals.
With tax laws constantly changing, it is vital to review your plan on a periodic basis. We will meet on a regular basis to monitor your
plan and revise it if needed. Since your plan is customized for your specific situation, revisions can be made easily to reflect changes in the economy, tax regulations or your personal situation.
We can also provide administrative services for estates and trusts, including the preparation of estate, gift and fiduciary tax returns as
well as business valuations. Our Partners also act as executors and trustees.
- Additional Tax Services Offered By D&D
- Determination of proper business structure
- Ownership transition
- Mergers and acquisitions
- Strategic tax planning
- Compensation planning
- Representation at tax examinations
- Federal, state and local taxation compliance
- Sales and use tax research and compliance
- Pensions and employee benefit plan compliance
In today's global economy, effective tax planning can give your business a distinct
competitive advantage. Our tax professionals are committed to developing and implementing bright ideas, intelligent strategies, and innovative solutions for our
clients that minimize both current and future tax liabilities. We believe in a proactive, rather than reactive, approach to providing tax advisory services and go
beyond routine tax compliance by consistently bringing leading-edge ideas and strategies to our clients' attention.