Tax Compliance and Planning

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Tax Compliance and Planning

Estates & Trusts

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run efficiently on a daily basis. Addeo, Polacco & Penta, LLC provides a full range of cost effective accounting services including the following:

  • Analyze life insurance needs
  • Assist in the transfer of assets
  • Business succession planning
  • Calculate your net worth for planning purposes
  • Maximize trust, gifting, and planned giving benefits
  • Meet with your legal representatives
  • Monitor and adjust your estate plan as needed
  • Prepare projections on estate tax liabilities
  • Set your personal goals and objectives
Individual Tax

Addeo, Polacco & Associates, LLC keeps abreast of current tax laws throughout the year to minimize both your current and future tax liabilities. We do extensive tax planning to give all of our clients the best tax advice for their unique situations. Please call and speak to one of our tax professionals today to discuss your specific needs.

Partnership LLC & Corporate Tax

Addeo, Polacco & Associates, LLC keeps abreast of current tax laws throughout the year to minimize both your current and future tax liabilities.  We do extensive tax planning to give all of our clients the best tax advice for their unique situations. Please call and speak to one of our tax professionals today to discuss your specific needs.

State & Local Tax

It is inevitable that a percentage of tax returns will be audited. In most cases, your tax return is correct, but you must provide proof to the government agencies. If you receive a letter of examination you should consult with our office to evaluate the best way to proceed prior to discussing the issues with the auditing agency. Other areas that APA can be of service and help with your State and Local tax matters:

  • Determine residency status
  • Payroll tax preparation
  • Sales tax preparation
  • Un-filed tax return
  • Offer in Compromise
  • Representation for State tax audits
  • Representation for Department of Labor tax audits