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Tax Preparation

tax formsThere’s a key difference in the way Meg Holland & Associates, PC, CPA,  approaches your taxes. We don't simply look back over the past year to merely "settle up" with the government. Instead, we take a proactive approach.

We analyze your unique situation and develop a strategy or tax plan that outlines the specific actions that can be taken now to reduce your tax burden in the future.

We also assess the tax effect of future transactions and/or scenarios and recommend the scenario that will save the most income taxes. We develop compensation and employee retirement programs, evaluate the tax consequences of investments, and review and consult on transactions such as business acquisitions, mergers and reorganizations.

Our Comprehensive Tax Planning and Preparation Services Include:

  • Tax return preparation – federal, state and local tax returns for individuals and business entities
  • Individual, corporate and partnership tax planning
  • Representation before the IRS and other tax authorities
  • Employee benefit planning and compliance
  • Wealth preservation – achieved through estate planning
  • Estate and trust tax reporting and planning
  • Preparation of Pennsylvania inheritance tax returns and federal estate and gift tax returns
 

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