TAXES AND TAX PLANING

T.R. Klein & Company plays a vital role in helping taxpayers cope with today's complicated tax structure. We provide expert advice on tax consequences of proposed transactions, and our recommendations in early planning very often result in substantial tax savings.

When asked, we act as a client's representative in various contacts with state and federal tax authorities and tax examiners, such as replying to correspondence concerning tax returns or providing explanations, schedules and other documents in tax examinations. We can represent a client at various conferences, such as District and Appellate, in tax examinations. We make recommendations about which type of business organization, such as sole proprietorship, partnership, corporation, limited liability corporation, etc., is best for tax purposes for a particular business. We also advise business owners on establishing pension and profit-sharing plans, and prepare all types of tax reports in connection with them.