Tax Planning and Preparation

Tax Excellence Year-Round

At LaPadula Carlson + Co, we approach taxes as a year-round effort, staying vigilant about changes in federal, state, and local tax laws that may impact your business and personal finances.

Our dedicated tax experts aim to maximize your tax savings by taking full advantage of applicable tax laws. Beyond understanding your business, we make it a priority to familiarize ourselves with individual business owners and their unique tax situations. Our collaborative approach ensures that we work together to minimize taxes effectively.

Return Preparations

Our tax experts pride themselves on meeting deadlines and addressing all compliance issues promptly. Trusted by businesses, employee benefit funds, estates, trusts, partnerships, non-profit organizations, and individuals, our firm provides ethical tax preparation, uncovering allowable deductions and exemptions. Strict internal processes guarantee speed, accuracy, and efficiency in all return preparations.

Business Tax Planning and Assistance

Recognizing that nearly every business decision carries tax implications, LaPadula Carlson + Co is equipped to guide you through complex regulations and facilitate sound business decisions that minimize your tax burden. From organizational planning to handling purchases, sales, and mergers, we tailor tax strategies to align with your current returns, financial statements, and business objectives.

Tax Consulting

Our commitment to tax management ensures the identification and resolution of potential tax issues before they escalate. Clients trust us for expert consultation on various tax matters, including:

  • Analyzing tax benefits of investment opportunities
  • Advising on the tax effects of transferring business ownership among family members
  • Designing compensation, fringe benefits, and retirement plans
  • Planning for a change in accounting methods
  • Providing income and estate tax counseling related to financial settlements in divorce and separation agreements
  • Obtaining advance rulings from the IRS on proposed transaction tax consequences
  • Resolving tax penalties and interest

With a proven track record of superior service at cost-effective prices, we invite you to contact us for a quote on services at 877.529.9301 or info@lapadula.com. We're eager to hear from you and provide exceptional tax expertise.