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KraftCPAs Tax Return and Planning Services

Tax Returns, Planning and Consulting

Getting a good or bad spot can make the difference in a game; getting good or bad tax advice can be equally pivotal.

Every business decision you make has tax consequences. Our goal is to help you pay the least amount of tax required by law, while meeting your overall financial objectives. Clients who consult with our tax advisers prior to making major financial decisions can expect a more favorable outcome. By working together proactively, we can help you determine the best tax strategies to achieve your business and personal financial goals.

Tax services for your business:
  • Tax return preparation
  • Income tax planning
  • State and local tax planning
  • Choice of entity selection
  • Merger, acquisition, and business succession planning
  • Deal structuring for favorable tax consequences
  • Tax controversy resolution
  • Tax-saving cost segregation studies
  • Research and experiment credit studies

Tax services for individuals:
  • Income tax planning and tax return preparation
  • Estate and gift tax planning
  • Comprehensive personal financial planning
  • Special projects e.g., education funding, loan comparison analysis, lease versus buy analysis

State and local tax (SALT) services:
  • Nexus study
  • Income/franchise tax return reviews
  • Restructuring designed to minimize state tax liability
  • Controversy resolution
  • Advising on state credits and incentives
  • Consulting on the impact of current legislation
  • Sales and use tax "reverse audits"

Tax Planning
and Consulting


Contact Information:
Jerry Moss, CPA, CVA
615-782-4279
Email Jerry

Merwin Ullestad, CPA, PFS
615-782-4281
Email Merwin

 
KraftCPAs Tax Return and Planning Articles