SERVICES

KNOW ABOUT OUR TAX SERVICES

Tax Planning

Tax planning involves an analysis of your financial information (personal and business) with the objective of reducing and/or deferring the amount of income taxes paid. The focus of tax planning should be tailored to your specific circumstances and goals. It is forward-looking but can also often yield immediate tax savings. There are planning strategies for all types of taxpayers, including individuals, corporations, and partnerships. Plan now to sell your company in five years and pay ZERO tax.

Entity Structuring
Qualified Small Business Stock-§1202
Estate Planning
Succession Planning
Tax Deferral Strategies
Multi-State Tax Strategies

Tax Consulting

Tax law is complex and frequently changing. Huge corporations have extensive tax departments or Big 4 accounting firms to make sure they stay up to speed. We can do the same for you. Our experienced team will guide you with how to best structure the purchase or sale of a company, what reporting is required when you or your company own assets outside the U.S., if you qualify for an R&D tax credit, handling IRS issues including back taxes owed or unfiled returns, and specialized tax considerations when dealing with family-owned businesses.

Buying or Selling a Business
International Issues for U.S. Taxpayers
Specialized Tax Credits and Incentives
IRS Representation and Controversy Work
Family Offices

Tax Preparation

Our experienced CPAs and staff members have prepared thousands of income tax returns of nearly every conceivable kind, federal and multi-state. The tax return represents the culmination of your tax planning and is your representation to the IRS of your compliance with the tax laws. It is our duty to help you present an accurate return, taking advantage of every deduction and credit to which you may be entitled while minimizing your risk of incurring penalties for filing late, paying late, or failing to file required information returns.

Partnerships/LLCs
Corporations
S Corporations
Trusts
Estates
Individuals
Federal/Multi-State/International

Tax Planning

Our tax planning services stand as a cornerstone, providing an in-depth analysis that spans both personal and business dimensions. This comprehensive approach aims at minimizing and deferring income taxes, meticulously tailored to suit your unique circumstances and aspirations. Our team of experts understands that effective tax planning is not a one-size-fits-all endeavor; it's about crafting strategies that align precisely with your financial goals.

At the core of our tax planning services is a commitment to personalized solutions. We recognize the distinctiveness of every financial journey, and our strategies reflect this understanding. Each plan is carefully customized to address your specific goals, ensuring a financial roadmap that speaks directly to your individual needs. With a focus on immediate savings, our tax planning doesn't just look toward the future; it delivers tangible benefits that you can enjoy right away.

Some of our tax planning services consist of the following:

Entity Structuring

Achieving optimal results in tax planning often involves careful consideration of entity structuring. Our tax experts at Freese, Peralez, & Associates guide you through the complexities of structuring your entities to align with your financial objectives, ensuring tax efficiency and long-term success.

Qualified Small Business Stock - §1202

Navigating tax laws can be complex, especially when it comes to Qualified Small Business Stock (§1202). We specialize in unlocking the potential benefits of this provision, providing you with valuable insights to make informed decisions for your small business.

Estate Planning

Estate planning is not just about passing on wealth; it's about securing your legacy. Our estate planning services at Freese, Peralez, & Associates are designed to ensure that your assets are distributed according to your wishes, minimizing tax implications and maximizing the financial well-being of your heirs.

Succession Planning

Planning for the future involves careful succession planning. Whether transitioning your business to the next generation or preparing for a change in leadership, our team collaborates with you to develop a succession plan that aligns with your vision and minimizes tax impact.

Tax Deferral Strategies

Our tax deferral strategies are crafted to empower you with the ability to defer taxes, allowing you to reinvest funds into your business or personal ventures strategically. We tailor these strategies to your unique situation, ensuring you retain control over your financial future.

Multi-State Tax Strategies

Navigating the complexities of multi-state taxation requires a nuanced approach. Freese, Peralez, & Associates specializes in developing effective multi-state tax strategies, ensuring compliance, and optimizing your tax position across various jurisdictions.

Ready to optimize your financial strategy? Contact us today for a consultation, and let's embark on a journey toward maximizing your tax savings and securing a financially sound future.

Tax Consulting

Freese, Peralez, & Associates stand as your beacon of expertise when it comes to all things tax-related. While major corporations often rely on extensive in-house tax departments or the services of Big 4 accounting firms to navigate these intricate landscapes, we bring that same level of proficiency directly to you. Our seasoned tax team is dedicated to guiding you through the nuances of tax law, delivering tailored tax solutions designed to cater specifically to your unique needs.

In the ever-evolving, always-changing, world of tax regulations, staying ahead of the curve is crucial. Our commitment is to provide you with not just guidance but a personalized roadmap through the complexities of tax law. As complications arise, our tax team stands ready to demystify the jargon, ensuring that you not only understand the changes but are equipped with strategic solutions to navigate them effectively.

Our Consulting Services Cover:

Structuring Business Transactions

Our experienced team advises on the optimal structure for the purchase or sale of a company. We navigate the complexities to ensure tax efficiency and strategic advantage in every business transaction.

International Tax Compliance

Understanding the tax implications of assets outside the U.S. is crucial. We provide guidance on reporting requirements, ensuring compliance for individuals and businesses with international holdings.

R&D Tax Credits

Do you qualify for Research and Development (R&D) tax credits? Our experts assess your eligibility and guide you through the process of claiming this valuable credit, fostering innovation and growth.

IRS Representation and Issue Resolution

Facing IRS issues, back taxes owed, or unfiled returns? Our team specializes in IRS representation and controversy work, providing the advocacy and support you need to navigate complex tax matters.

Specialized Considerations for Family-Owned Businesses

Family-owned businesses have unique tax considerations. We work closely with you to address these specifics, ensuring your family business thrives while minimizing tax implications.

Whether you're a large corporation or a growing business, our expertise is your asset in this complicated tax law terrain. Discover the benefits of having a dedicated team on your side—contact us today for a consultation, and let Freese, Peralez, & Associates be your trusted partner in refining your approach to tax consulting.

Tax Preparation

Set out on a stress-free tax preparation journey with Freese, Peralez, & Associates, where our team of seasoned CPAs and tax professionals transform the complexity of tax returns into a seamless experience. With a rich history of preparing thousands of income tax returns, encompassing a myriad of scenarios from federal to multi-state, as well as international, we bring a level of expertise that sets us apart.

At Freese, Peralez, & Associates, your tax return is more than a document; it's the culmination of meticulous planning and a representation of your financial compliance with tax laws. Our commitment goes beyond mere preparation – we aim to make the entire process hassle-free, allowing you to focus on what matters most to you. Experience tax preparation that's not just about numbers; it's about accuracy, efficiency, and peace of mind.

What Sets Our Tax Preparation Apart:

Comprehensive Expertise:

Our seasoned tax team handles tax preparation for various entities, including Partnerships/LLCs, Corporations, S Corporations, Trusts, Estates, and Individuals. No matter the complexity, we have the expertise to navigate diverse tax scenarios.

Accuracy and Compliance:

It is our duty to assist you in presenting an accurate return. We go beyond the numbers, ensuring that every deduction and credit you are entitled to is considered. This meticulous approach not only optimizes your tax position but also minimizes the risk of penalties for filing late, paying late, or failing to file required information returns.