Tax Preparation Planning & Consulting Services

Whether it be for an individual or a company, keeping up with the ever changing tax code can be a monumental task. ATA continually calls on their vast resources to provide individuals, companies, trusts and tax exempt entities accurate and timely information in preparing tax returns and developing future tax strategies.

ATA annually prepares many tax returns for both individuals and other entities. In addition to our tax preparation services, we provide compliance and assurance, planning and consulting services including estate, gifting and retirement planning in relation to state and local tax issues and succession. Our goal is to provide you with recommendations and strategies within the law’s guidelines to help build your net worth and reduce your tax burden.

Compliance

  • Annual return filings
  • Quarterly estimate computations
  • Franchise returns and annual reports
  • Sales and use tax returns
  • Payroll tax returns
  • IRS and State Tax representation
  • State and Local Tax Compliance

Tax Planning

  • Estate and gift tax planning
  • Strategies to reduce transfer taxes
  • Timing and mode of transfer
  • Financial security for children
  • Tax planning for transfer goals
  • Income tax projections
  • Budgeting for cash flow
  • Importance of timing and structure
  • Personal financial planning
  • Budgeting resources for retirement
  • Family tax planing including divorce
  • Retirement planning
  • Trust Services

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