Tax Strategy & Compliance
Today’s increasingly complex tax laws require knowledgeable professionals to guide you through the ever-changing tax landscape while minimizing your tax burden. We are adept at providing a full range of tax services with proactive advice and strategy to fulfill our commitment of being more than accountants.
Business
Keep your corporate tax filing on track and make sure you’re taking advantage of all the tax savings opportunities available to you.
Our business tax planning and preparation services include:
- Corporate income tax preparation (C-Corp, S-Corp)
- Partnership income tax preparation
- Financial statement audits, reviews, and compilations
- Tax planning and financial projections
- Sales tax planning
- Multi-state taxation
- IRS and state tax representation
Non-Profit
Non-profit organizations have a unique set of needs and requirements when it comes to tax strategy and compliance.
The Spinelli CPAs team has long-standing expertise in this area and is ready to assist you with:
- Financial statement audits, reviews, and compilations
- Tax planning and preparation
- Filing Form 990 and other related tax forms
- Analysis of unrelated business income tax (UBIT) issues
- Special projects analysis
- Internal control review and evaluation
- Attestation services
Individual
Tax strategy and planning isn’t just for businesses—personal finances can be just as complex and challenging.
Our expertise helps you keep up with ever-changing tax codes, saving you money and improving your overall financial health.
- Income tax preparation
- Tax planning for the upcoming year
- Retirement strategies
- Resolving tax issues with the IRS or state
Strategic Tax Planning
Nobody wants to pay more taxes than necessary. Planning is the key to successfully reducing tax liability.
We offer strategic tax planning for:
- Businesses
- Individuals
- Non-Profits
We go beyond tax compliance to proactively recommend tax saving strategies to help maximize your after-tax income.
We link tax planning with your business and personal financial goals to help ensure you follow the best long-term path.
More Services
Auditing & Accounting
A complete portfolio of accounting, auditing, and bookkeeping services for small to mid-sized businesses and non-profits.
Consulting & Advisory
Your source for reliable, trustworthy advice from experienced professionals who care.
Trust & Estate Services
Tax and accounting services for trusts and estates including consulting on estate planning to protect your savings and assets to transfer to the next generation.
Why Work With Us?
