Tax Planning That Drives Opportunities
DeJoy’s Tax Services Team is focused on much more than our clients’ compliance needs. Of even greater value is our ability to proactively focus on what’s next. Tax planning and consultation services are the backbone of our tax practice. We put our clients in a position to make informed decisions for their future and the future of their company.
With an effective tax plan and a well-rounded advisory team, we empower our clients to think strategically about meeting their personal and business financial goals. Minimizing tax liability is one of the most important aspects of financial planning for businesses and individuals each year. By doing so, we help put more money in your pocket to reinvest in your business or take that family vacation you have been dreaming about.
Tax Services
Compliance work such as the preparation and filing of business and personal tax returns, falls within our planning process. Without a comprehensive plan, we cannot file a tax return that delivers optimum results. The completion and filing of a business or individual tax return is an extension of our overall planning strategy.
Continuous Consultation Strategy & Analysis
This is why clients work with DeJoy. Our ability to consult beyond traditional tax services is where we add the most value. Understanding you, your business, and your tax and financial situation positions us to advise you in many areas that could significantly impact your future. This consultation may include succession planning, merger & acquisition assessment, risk assessment, financial planning, corporate restructuring, business plan development, and more.
Once we have a full understanding of you, your business, and your goals, we develop planning strategies that are tailored specifically to you. As tax laws and regulations are constantly changing, effective tax planning requires careful attention to detail. This is something we pride ourselves on, as we understand how thoughtful tax planning can significantly benefit your overall financial position and drive new opportunities. We discuss all planning strategies with our clients before implementation.
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Tactical management of state and local taxes is an important consideration in achieving a business owner’s financial objectives. Successfully complying with state and local tax requirements and avoiding scrutiny by state taxing authorities requires insight into where your organization conducts business, an understanding of the specific tax requirements within each state, and adherence to corresponding statutory and regulatory responsibilities.
Our knowledgeable and experienced professionals collaborate with clients to develop customized strategies that identify opportunities to effectively manage state tax liability. We stay up to date on evolving state and local tax rules and regulations and proactively communicate changes to our clients.
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We engage in proactive tax planning by integrating effective tax strategies into your overall financial and business planning. We alert you to opportunities as tax laws change and keep tabs on new developments that may impact your business.
By asking thoughtful questions, our Business and Corporate Tax Services Team cultivates a deep understanding of your unique circumstances and needs. By matching our technical tax law expertise with your real-world business environment, we allow you to remain focused on running your business.
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At DeJoy, we’re committed to providing tailored guidance through the personal finance and tax challenges, always putting your interests first.
Our first step is gaining a thorough understanding of your situation and investing the time to learn about your business and personal financial landscape so we can develop a complete picture of your financial status and goals. We then apply our substantial expertise to efficiently address your immediate and long-term obligations, objectives, and aspirations.
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Our Financial Planning Team provides comprehensive services that are fully independent and objective. We do not sell financial or other products that could compromise our commitment to put clients’ needs first. Our CPAs and Personal Financial Specialists (PFS) advocate for clients by listening carefully, communicating clearly and directly, and developing plans based on a broad range of investment options.
We welcome the opportunity to coordinate closely with your other trusted advisors, developing strategies to help control expenses and taxes, addressing your needs and goals, and respecting your tolerance for risk.
Tax Services Team
Michael L. Cooke, CPA
Managing Partner
Director, Tax Services
Dennis C. Stein, CPA
Partner
Director, Personal Financial Planning & Individual Tax Services
Kevin C. Woodworth, CPA
Partner
Tax & Financial Planning Services
Daniel J. Nitschke, CPA
Partner
Tax Services
