Tax Planning & Preparation


tax planning apel cpa

As we all know, tax law is constantly changing. Congress continually tinkers with the Internal Revenue Code. The IRS adopts its position on various tax matters and issues based upon its own interpretation of the law. The Courts are forever having to sort out what the law really means and how it should be applied. Court rulings in different districts are sometimes even in conflict. How does anyone know what the rules and planning opportunities are anymore?

This is where we can help you. Our knowledge and experience in tax matters and staying abreast of new developments and emerging issues can help you make sense of something that is constantly in motion. During the process, we'll work tirelessly to identify and make sure that you are afforded the advantage of every tax-saving opportunity.

Our firm is involved in all areas of Federal and state tax return preparation for individuals, sole proprietorships, C-corporations, S-corporations, partnerships, limited liability companies, trusts and estates. We have the capability to prepare tax returns for every state whether they are businesses or individuals.

Our purpose is to be sure that your tax returns are prepared accurately, timely and are a by-product of the tax planning process which should occur throughout the year. We are keenly aware that business and investment decisions are driven by the tax ramifications they bear. We encourage clients to meet with us throughout the year so they can keep us apprised of events before they unfold and we may ask proactive questions of you. This not only fosters client rapport but enables us to adjust your tax-planning strategies for changing events.

Over the years, clients have found that our tax planning services have proven to be an effective cost/benefit to them. In this environment of political turmoil, tax rates are likely to increase and tax law changes will escalate. All the more reason for tax planning and we'd be pleased to help guide you through this maze.

If you'd like to receive more information about our Tax Preparation and Planning Services, please contact us at or at 608.643.2700.