Tax
- Preparation of individual/trust/business income tax returns
- Family wealth planning
- Tax research and planning
- Tax structuring and transaction assistance
- Representation with IRS and state/local taxing authorities
- Estate and gift planning
- International tax assistance
- Corporate tax issues
Tax Planning Assistance
- Income forecasting
- Long-term strategy
- Estate and personal finance
- Year-end tax planning
IRS and State Controversies
- Representation
- Revising existing procedures
- Collection assistance
Davie Kaplan Chapman & Braverman, P.C.'s "Behind the Scenes" Tax Practice
At the core of our tax advisory practice is our tax department, a team of creative researchers, planners and tax law experts. We have extensive experience in consulting with business owners, families and high-net-worth individuals on various tax issues.
Beyond the Tax Return
One of our greatest benefits to clients is the integration of proactive tax planning with the preparation of the tax return. Each tax return considers all available savings opportunities in light of the specific financial needs of the client. As a result, whether working on individual, corporate, partnership, estate, trust or other returns, our professionals help clients to make the most of their money through expert planning and sound advice.
Planning Assistance
Our tax professionals help clients to forecast annual income and develop strategies to minimize future taxes. We help clients who have estate or individual planning needs to ensure that they will achieve maximum tax savings while still meeting specific financial and family goals.
Our tax professionals present clients with different options, using financial models to highlight the various long-term advantages and disadvantages for each option. These professionals help clients understand all of these options before making any decisions.
Tax planning is not a one-time process. Every change in a business', family's or individual's financial status might have significant tax ramifications. Our professionals are always available to offer the best tax advice for each client's circumstances.
IRS and State Controversies
Companies or individuals subject to tax examinations or investigations require the assistance of professionals experienced in dealing with the IRS. As necessary, our tax team represents clients undergoing IRS disputes. We offer advice and facilitate discussions while striving for the most favorable result. We have defended clients' tax choices and have helped them to avoid penalties. If the IRS conducts an investigation of the procedures or tax decisions guided by another firm, our tax professionals help to minimize any penalties and monies owed. Regardless of the dispute's outcome, we will work to revise existing procedures and minimize future IRS inquiries while striving to obtain the best tax outcome for the client.
Leading Our Tax Department...
To contact one of the partners in our tax department, click on their name above to send an email or call them at (585) 454-4161.
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