Tax Planning & Compliance - SDM takes a proactive approach to tax services. By gaining an understanding of your goals and objectives, we evaluate your situation and develop tax strategies. We provide practical planning, structuring, and tax compliance expertise on a wide variety of corporate and personal tax issues.
Individual & Family
Review prior tax filings
Develop tax planning objectives and implement a course of action
Review transactions to determine tax outcomes
Develop projections to ensure appropriate tax payments
Engage in discussions on potential tax legislation and intent
Direct estate, wealth succession, and philanthropic planning
Business
Set up a new business
Review prior tax filings
Conduct routine meeting to discover planning opportunities
Review transactions to determine tax outcomes
Develop projections to ascertain appropriate tax payments
Engage in discussions on potential tax legislation and intent
Assist with business continuity and succession tax planning
Determine the tax impact of purchasing or selling a business