Individual Taxes
Often times an individual income tax returns can be as complicated a project to prepare or plan for as anything we encounter. Oil and gas positions, real estate opportunities, straddling transactions, self employed individuals, passive activities, multi-state returns, the alternative minimum tax, and foreign taxes are just a few of the items that may pop up on any tax return. That does not include how complicated some routine things like getting dividends from a mutual fund have become. With over 30 combined tax seasons worth of experience at Baker & Company we stand ready to meet whatever challenge your tax return presents, from the items listed above to simply getting your return completed early so you can get your refund.
Business Taxes
Business tax returns create a different set of challenges; most owners want to minimize their income to pay the smallest amount of tax possible while juggling the need to give a healthy bottom line to the bank. Additionally, they would like to build up the value of the business so that the day they are ready to sell their business they get the highest return possible. The professional staff at Baker & Company work hard to make that happen for you by preparing and presenting your financial statements in a way that gives the bank comfort while keeping your tax expense as low as possible. Not by breaking any rules, nobody wants to be the next Enron, but by honestly and ethically analyzing the results of your operations and helping outside investors understand your desire to keep profits under control.
Individual Tax Services
- Individual tax return preparation, including electronic filing
- Income tax planning
- Estate tax planning
- Retirement planning
- Multi-state returns
- Review and analysis of the tax effects of investment opportunities
- Representation before the IRS or state tax authorities
Business Tax Services
- Corporate income tax preparation and planning
- Partnership income tax return preparation and planning
- Employee benefit plan reporting
- Business strategies, including asset protection and tax reduction
- Tax strategies associated with mergers, sales and acquisitions
- Representation before the IRS or state tax authorities