Impact Your Bottom Line

Strategy. We provide tax planning and reporting to individuals, businesses and not-for-profit organizations. Tax planning can make a material difference in the net worth of the business and the individual. Our experienced professionals work in collaboration with you to create a tax plan to help optimize after-tax benefits. The Bond Beebe tax professionals are trained in complex issues, including tax incentives and credits. For our not-for-profit clients, we provide direction to maintain their most critical item, which is protecting their not-for-profit status.

Time is Your Best Friend

Lifecycle. Time is an important element in tax planning. It enables you to leverage gifting strategies, defer income taxes and be in a position to better evaluate the post-tax impact of decisions. This becomes extremely beneficial as clients move through the lifecycle.

Our Services Include

  • Tax Planning
  • Federal, State & Local Return Preparation
  • Form 990 Tax Return Preparation
  • UBIT – Unrelated Business Income Taxes
  • International Tax Services
  • Financial & Retirement Plans
  • Succession, Transition & Exit Planning
  • IRS Communications
  • Gifting Strategies & Estate Plans
  • Elder Care Financial Planning
  • Benefit Plan Analysis
  • Payroll Tax Filings & Sales Tax Returns
  • Cost Segregation and R&D Studies

Create a Tax Plan

Roadmap. Many businesses and individuals operate without a tax plan. The plan we will create for you  will be a roadmap for you, your business and family to follow. We work with you throughout the year to monitor progress, make adjustments as needed, such as changing tax projections or helping evaluate major expenditures.  A tax plan can be brief and very simple or extremely complex depending on your business and personal financial position.

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