Practice Areas

Tax Planning
Through analysis and identification of tax issues, we look for opportunities which are available to our clients. Estimates of current income taxes are projected so that estimated tax payment and/or withholding levels may be adjusted in order to preserve cash and avoid penalties. Tax strategies are identified, discussed, and implemented. These include retirement plan contributions, distribution planning and plan selection, including Roth IRA's. We are also able to assist with creative strategies for the acquisition or transfer of a business enterprise. We advise clients of the tax advantages of legal organization structures and work with the client's attorneys to implement these plans.

Tax Preparation
Our goal is to lessen the burden and stress associated with tax return filing requirements on all our clients. Due dates are monitored as we seek to provide efficient turnaround of our work. Tax return areas include all Federal and State filings of Individual, Corporation, Partnership, S Corporation and Franchise tax returns. We also prepare Estate, Gift and Fiduciary returns.

IRS Representation
We represent clients in matters involving the Internal Revenue Service such as examination or tax collection matters. We seek to reduce the overall stress level experienced by our clients so that practical solutions may be identified and negotiated with the IRS. Our goal is to provide the bridge often required to close the communication gap between our clients and the IRS agents. When appropriate, we negotiate Installment Agreements and Offers in Compromise to lessen the burden of an unpaid tax liability. We will stay the course to sustain tax positions and challenges to the Internal Revenue Service. Lastly, we are experienced at representing our clients in Appellate Conferences.
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Business Valuation
We are experienced business appraisers and have the credentials to support our work product. Appraisals are provided to assist with wealth transfers, valuation for estate tax calculations, divorces, business transfers, to name a few common purposes. Our firm has undertaken all the rigorous training in valuation techniques and methods required to practice in this area. We also maintain the necessary tools to make competent appraisals. Charles E. Gebhardt has been trained and designated a Certified Valuation Analyst by the National Association of Certified Valuation Analysts, an exclusive group of business appraisers available only to CPA's.