Tax Planning and Compliance

tax_planning_compliance-220x220The key to minimizing taxes and avoiding penalties is planning. Not your average everyday kind of planning, but planning with knowledge and foresight in mind. Knowing how the tax laws apply to you or your business is just the beginning; equally important is having a clear picture of your goals and objectives. This can open the door to new opportunities and creative strategies.

Lohman Company professionals continually monitor federal and state regulatory environments for developments that will impact our clients. This is the knowledge part. The foresight part comes from having a detailed understanding of where you have been and where you want to go. We have that understanding. Why? Because we know our clients inside and out. Scheduling a lunch meeting one time a year during tax season isn’t our idea of client communication. We believe in continual preparation with frequent conversations all year long.

Tax Preparation

  • Individual, corporation and partnership
  • Mulit-state
  • Estate and gift
  • Fiduciary
  • Tax exempt
  • Private foundation

Tax Planning

  • Business and individual
  • Family groups
  • Estate
  • Retirement
  • Corporate restructuring
  • Succession
  • Business Structure

Additional Tax-Related Services

  • Representation on audits with the IRS or individual states
  • Tax research
  • Merger and acquisition
  • Transactional planning