Tax Planning and Compliance
At DZH Phillips, we recognize that for many of our clients, managing tax liability and maintaining proper compliance are key objectives. Our professional staff has in-depth experience in the fields of individual, corporate, partnership, LLC and nonprofit taxation and compliance, and can provide the most current and strategic advice available.
Our focus is on lowering your tax obligation and managing your risk, while complying with the tax requirements of local, state, federal and international jurisdictions. We will tailor a strategy specific to your circumstances, and assist in accomplishing your financial goals in a timely and efficient manner.
The professional staff at DZH Phillips provides expertise and experience in the following tax areas:
Individual Taxation
- Tax compliance
- Current and long-range planning
- Personal and retirement planning
- Estate and gift planning and reporting
Business Taxation
- Corporate, S-corporation, partnership, LLC, and nonprofit compliance
- Multi-state returns
- Consolidated returns
- Corporate M & A and restructurings
- Formation and liquidation
IRS/State Tax Authority Management
- Representation with federal and state tax authorities
- Resolution of audit issues
- Response to correspondence inquiries
Contact Us
To learn more about how the professionals at DZH Phillips can assist your firm, organization or family, please contact us at the following:
T (415) 781-2500
E cpas@dzhphillips.com