Tax Advisory, Planning & Compliance

Comprehensive Tax Planning

Caras & Shulman, PC’s comprehensive tax planning services are designed to help you achieve peace of mind, knowing that your final tax obligation is the result of a strong, advantageous tax planning strategy. We deliver a unique combination of financial expertise and thorough understanding of your business to ensure that your tax planning is efficient, accurate, and able to take advantage of the latest tax law changes. Always observing the law, our experts practice aggressive positioning to maximize tax reductions and boost your bottom line.

Corporate Tax Planning and Preparation

The Caras & Shulman, PC team brings the skills, background, and experience you need to optimize your business tax return. We work cohesively with your internal organization to:

  • Advise you about the tax effects of ownership transfers among family members

  • Provide both estate and income tax advice

  • Determine the tax consequences of proposed mergers and acquisitions

  • Analyze the tax benefits of investment opportunities

  • Help you plan for year end to maximize the equity in your business

  • Advise you about establishing retirement plans

  • Execute the purchase, sale, or merger of your business

  • Act as your representative before federal and state tax authorities when needed


Individual Tax Planning and Preparation

Business owners have unique personal tax planning needs. Caras & Shulman, PC tax experts work closely with you and your family to determine the right tax strategies that will maximize personal deductions, enhance financial security, and preserve wealth. Our intimate knowledge of individual tax planning will help you:

  • Develop strategies that meet your long-term goals
  • Improve your tax position and realize significant tax savings
  • Develop a comprehensive estate plan that preserves assets and minimizes your taxes

Take the First Step Toward Success

Talk to a Caras & Shulman, PC principal today about how we can help you design an Employee Benefits plan that your employees will appreciate as well as fall within your financial requirements as an employer.

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