What We Can Do For You - Our Services

Personal and Corporate Tax Services

Frequent changes in tax laws and regulations can create complex compliance and planning challenges. Taxdal CPA provides a comprehensive and thoughtful approach to tax planning and compliance, with the objective of achieving the most favorable outcomes for each client.

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Services include federal, state, and local tax return preparation; individual and corporate tax planning; and IRS audit support and representation.

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Estate, Trust, Gift, and Succession Planning

Preserving personal wealth and ensuring its efficient transfer across generations requires careful planning and technical expertise. Taxdal CPA assists clients with estate, trust, gift, and succession planning strategies designed to minimize tax exposure while supporting long-term family and business objectives.

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Services include estate and gift tax planning, business succession planning, charitable gift planning, fiduciary accounting, preparation of required tax filings, and IRS audit support and representation.

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Nonprofit Tax Services

Nonprofit organizations face unique regulatory and operational challenges. Taxdal CPA understands the complexities of nonprofit tax compliance and planning and provides tailored services that allow organizations to remain compliant while focusing on their mission.

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Services include preparation of federal, state, and local tax returns, strategic and operational tax planning, and IRS audit support and representation.