Individual Tax Services

When it comes to individual taxes, change provides opportunity.  We keep on top of these changes to provide you with the best advice and strategies, especially through planning opportunities.  You can depend on us for objective guidance and personal attention.  We believe in focusing on your long-term financial goals and steering your current needs in a direction to meet them.

Tax Return Compliance

Preparation of federal, and state tax returns is the core of our tax services. High-levels of technical and industry specific expertise allow our tax professionals to ensure our clients’ tax returns are prepared efficiently and timely.

State and Local Tax Specific Services:  Consulting and Analysis of State Liabilities

We can help you understand and navigate where your business is required to file and pay state and local taxes based on multistate activities. Additionally, we will make recommendations of where to file and quantify potential tax liabilities associated with various state and local jurisdictions.

Audit & Appeal Representation

We possess the expertise and experience to represent taxpayers before tax authorities.  Our tax professionals understand the dispute resolution and appeals process and work diligently to obtain you the most favorable results.

Research Credit Calculations

We can help your business determine if it is eligible to claim certain federal and state research credits, assist with the documentation requirements and quantify the amount of the tax credit.

Accounting Method Reviews

We review businesses’ tax accounting methodologies for proper accounting and accounting method strategies to maximize income tax benefits.

Tax Updates

We keep our clients up-to-date on the latest federal, state and international tax issues through webinars, newsletters, website postings and face-face to meetings.   By staying ahead of tax issues and we can communicate how they will impact you operations quickly and address them in a timely manner.

CAP FINANCIAL MANAGEMENT

CAP FINANCIAL MANAGEMENT