Individual Solutions
Taxes represent one of the two inevitables. Keeping individual and business clients from being "taxed to death" is one of Max Kleynburd & Co.'s most important roles. Our commitment is two-fold: to offer clients the highest quality of professional and technically innovative advice in a timely manner and, at the same time, to build and maintain close client relationships.
Max Kleynburd & Co. provides clients with a full-service tax department that can handle every need from return preparation to structuring complex transactions. Our tax practice has achieved prominence for its outstanding creativity and innovation. We believe our value to you in tax related matters goes beyond a simple accounting of the facts and figures.
We offer creative tax planning strategies that compliment short- and long-term objectives and will minimize the total tax burden of companies, owners, key employees, and families. We will also advise you on appropriate courses of action in response to changing tax laws. We like to create history rather than record it, and we concentrate on responding to your needs. Mere compliance with the ever-changing tax laws is challenge for some, but it is only the beginning at Max Kleynburd & Co.. Tax planning and preparation form a winning combination for our successful individual and business clients . Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation. Here is a brief summary of our tax planning and management services.
Tax Preparation
For many people, preparation of annual tax returns represents their only accounting service. Often, we find that such people are cheating themselves. With professional planning assistance during the year, they may reduce their tax liability considerably. Tax preparation should be just one aspect of an effective tax program.
An often neglected area, the proper preparation of tax returns has come to the forefront of tax practice because constantly changing tax laws make proper reporting a challenge. Reliance on software packages is not adequate; only the thoroughly dedicated professional advisor can keep up with the rapid pace of the tax law. An aggressive approach to tax compliance is only half the battle; a proper and adequate return is required to avoid unnecessary audits and communications. We feature state-of-the-art tax preparation systems and reviewers who verify that returns are properly completed.
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Tax Planning
Minimizing your tax liability begins with a professionally prepared tax plan. Your tax plan, however, is not a document to be put away and never looked at. Rather, it is dynamic and should be reviewed and updated on a regular, scheduled basis. We believe that tax preparation and planning is an ongoing process, not just once a year. Your personal or business financial situation may change regularly, and tax laws are always changing, requiring periodic adjustments to your tax plan.
We offer tax guidance for the accumulation of personal wealth and its transmittal to family members and beneficiaries during their lifetimes, and through the administration of estates. The successful approach to individual tax and estate planning requires highly trained and experienced tax professionals who are familiar with all aspects of a client's business, his/her family and investment objectives, individual taxation, and estate planning. We look at the big picture, and then create estate plans and strategic income tax plans which take into account your situation.
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Tax Management
A professional tax management program involves monitoring your business or personal affairs to assure that you are paying no more that you truly owe. A tax management plan may also involve selection of tax-advantaged investments. We will review your tax plan on a regular basis to be sure that you are following it, and make continual recommendations for improvement.
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Retirement Planning
Each retirement plan has a different impact for the participant (employee) or sponsor (employer). Max Kleynburd & Co. works with clients to structure plans so they provide maximum advantages for both parties. Our team will help you understand your options and how to maximize your retirement funds with the most tax-favorable treatment.
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Education Planning
New tax regulations have granted the ability for individuals to fund higher education using tax-advantageous means. For most taxpayers, options to consider include state 529 plans, education IRAs, and numerous available tax credits.
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IRS Problem Resolution and Representation
Income tax examinations by federal and state authorities, as well as sales tax, social security, unemployment insurance, and regulatory audits are a fact of life. We offer expert tax representation before all governmental agencies to ensure that your case is properly advocated by professionals with superior accounting, tax and negotiating skills. During many successful years of experience dealing with many taxing authorities, we have achieved an unparalleled level of expertise that can ensure our clients are being properly represented before the various federal and state tax agencies.
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Budgeting and Financial Planning
Our team will devise a financial blueprint to enable you to realize your personal and professional goals. From expense management to the identification of cost-savings opportunities, we will help you keep more of what you earn.
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