Tax Compliance and Advisory Services

We understand that tax strategy and planning are an essential part of your decision making process - as an individual or as a business. Knowing the tax implications of transactions and strategy is what we do best, offering you proven solutions and insightful advice. We understand that each client’s situation is unique and takes an understanding of all tax laws and rules to provide the best quality of service. We strive to build a relationship with our clients so that we may fully take advantage of all tax benefits.

Individual Tax

Preparing your own income tax return can be a task that leaves you with more questions than answers. Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program there's no substitute for the assistance of an experienced tax professional.

We provide the following services to our individual tax clients:

  • Individual tax minimization
  • Transaction planning
  • Financial planning
  • Manage IRS and state audits, and respond to notices
  • General tax consulting
  • Tax return preparation
  • Estimated tax calculations

Business Tax

Regardless of your form of operation: corporation, partnership, S-Corporation, LLC/LLP, sole proprietorship, trust or other, our tax experts are prepared to provide you with optimal solutions and compliance.

We assist clients in many business tax services including:

  • Business income tax minimization
  • Multi-state tax planning
  • Sales and use tax consulting
  • Property tax minimization
  • Tax dispute resolution services
  • Tax credit services
  • Succession planning
  • Managing effective tax rates
  • Tax return preparation
  • Private letter ruling requests

Estate, gift and trust tax services

We know that few decisions are more complex and profound than how to implement a lifelong plan to manage personal wealth. At Seim Johnson, we work with your family members and trusted advisors including attorneys and investment advisors to reduce your tax burden, ensure your wishes are carried out, and accomplish a smooth resolution of all estate matters. We can recommend and help implement strategies such as charitable trusts, gifts, or other vehicles to minimize your tax consequences.

Not-for Profit

Seim Johnson has a team of professionals that specialize in compliance for not-for-profit organizations. We understand the complexities involved in reporting and the compliance that is required in order to maintain tax-exempt status.

The services provided to our not-for-profit clients includes:

  • Tax return preparation
  • Federal tax exemption applications
  • Executive compensation reviews for proper IRS reporting
  • Development of policies and procedures for intermediate sanctions
  • Comprehensive tax reviews of not-for-profit organizations, including private inurement “audits”
  • Tax planning for joint ventures