Tax Audit & Planning Services
Minimizing liabilities, maximizing opportunities
Effective tax planning is essential to so many different aspects of your overall financial position. Tax decisions today can impact not only your short-term cash flow and long-term obligations, but also the value of your business and the options available to you for future sale or succession.
Ultimately, continuous tax planning will help you make informed, carefully guided decisions that balance today’s needs with tomorrow’s vision, and help you effectively prepare for planned changes and unexpected shifts.
When you partner with Boyer & Ritter, our tax services team can guide you toward making the decisions that can help you avoid the stress associated with uncertainty, sudden events, and major life changes. For nearly 90 years, we have served Pennsylvania, Maryland and the rest of the mid-Atlantic region with sophisticated, timely tax advisory services and an uncompromising commitment to superior service.
Boyer & Ritter provides the comprehensive, strategic professional services you need to address tax planning, tax audits, and more.
Sophisticated Strategies for Individuals, Businesses, and Organizations
Boyer & Ritter provides our clients with comprehensive and strategic tax services, helping guide you through the maze of tax laws, regulations and rulings. Our team stays current with the latest tax laws and tax-reduction strategies, and works with you throughout the year to develop effective planning strategies. We use sophisticated projections and models, as well as tax planning software, to identify specific actions that clients can use to minimize their overall tax cost.
In addition to the traditional tax compliance services for individuals, corporations, partnerships, not-for-profit entities, estates and trusts, B&R’s Tax Services Group offers a variety of tax consulting services for specific issues which may be likely to impact you or your business in the future. These range from cost segregation and family business strategies to personal estate planning and business succession.
Our tax audit and planning services practice includes:
- Business and personal income tax planning
- Federal, state, and local tax compliance
- Estate and gift tax planning
- Retirement planning for business owners and executives
- Multi-state tax consulting
- Accounting methods adoption and changes
- Entity structuring
- Exempt organization tax services
- Business succession planning
- Cost segregation services
- Sales tax review and audit representation
- Mergers and acquisitions
- Business sale planning
- IRS audit and tax controversy
- Tangible property regulation consulting
TPR Tools and Templates for CPA Firms and Large Companies
Boyer & Ritter’s cost segregation services and tangible property regulation consulting can often add significant value. As a business or property owner, property investments can play a critical role in your budget. Cost segregation is a method to accelerate tax depreciation for property investments that results in increased tax deductions and increased cash flow. The correct elections under the new tangible property regulations can maximize future related deductions of the electing business and reduce the tax risk of erroneous prior year deductions.
B&R’s expertise in both personal estate planning and business succession planning can help you develop a balanced strategy for the future. The B&R Advantage, our firm’s unique approach to each client engagement, means that we will continually seek options to enhance your financial position in ways that benefit your company and your family as well.
Schedule a Consultation
If you or your business requires tax audit or planning services, contact Boyer & Ritter today. To learn more about our firm, or to schedule a consultation in one of our Chambersburg, Camp Hill, Carlisle, or State College offices, call us for more information.