SERVICES / TAX PLANNING & CONSULTING
Simplifying Taxation for Individuals and Families
For you, tax is personal. You need guidance to navigate increasingly complicated tax laws while planning ahead to minimize your tax burden today and tomorrow.
Bennett Thrasher simplifies tax planning and compliance so you can focus on what you do best. Our team members have spent decades serving individuals and families with complex tax issues and structures. We are proactive in providing solutions to properly manage your tax liabilities and whatever your situation, we are prepared to handle it.
Collaborative Approach
It’s not unusual for clients to think of their financial lives in silos. If you need investment advice, you engage a financial planner. If you need estate planning advice, you work with an attorney. However, you can get so much more out of each of these interactions when you holistically work with your team to develop the most efficient and effective tax strategies.
That’s why our tax teams meet regularly to review each client’s needs and ensure that we address every possible angle to mitigate our clients’ tax liability while complying with all international, federal, state and local tax regulations. As your trusted tax advisor, our goal is clear: proactively help you to develop tax strategies that ensure maximum cash flow, minimize tax liability and comply with ever-evolving tax laws.
We can also proactively coordinate with other professionals on your team, including financial advisers and attorneys, when our services overlap with theirs. This ensures that any tax, investment and legal moves you make will benefit you when looked at from all angles.
Services
Federal & State Income Tax Returns
Preparation of even the most complex individual federal, state and local income tax returns. Our team of experts will provide relevant tax advice, answer your questions, and ensure you take advantage of appropriate tax deductions and credits.
Estate and Gift Tax Returns
Whether you are a high net worth individual whose estate plan includes several trusts, a parent gifting a sizeable down payment to a child, or anyone else with questions about trusts, estates and gifting, we’ll help you understand the tax implications of various estate planning strategies as well as prepare necessary estate tax returns (Form 706) and gift tax returns (Form 709).
Tax Projections
Our professionals can help you identify opportunities and make tax projections to help you minimize tax liabilities, manage cash flow and identify tax planning opportunities.
Education & Charitable Gift Planning
We work with you to structure for a personalized giving plan to achieve your educational or charitable goals.
Analysis of Investments & Insurance
Our professionals can objectively review your investments and insurance policies to minimize the effect of taxes.
Tax Credits & Incentives
Federal and state governments provide many tax credits and incentives that allow individuals to reduce their tax burden and preserve wealth. We’ll will help you navigate available opportunities and identify and claim applicable federal and state tax credits and incentives.
Audit Representation
We can serve as representation before the IRS and state agencies during audits and other tax controversies. Our experienced tax professionals will be on your side, helping you understand your rights as a taxpayer, serving as a buffer between you and federal or state taxing authorities and giving you the peace of mind you deserve.
Team Leaders
Bennett Thrasher believes in serving our clients by building trust through insight and involvement.
If you’re looking for a partner to manage your individual tax planning and compliance needs, we can help. Contact Michael Thrasher or Jonathan Swartz to schedule a consultation.
MICHAEL THRASHER
Partner
JONATHAN SWARTZ
Partner
