Tax Services

Business advisory
Tax services
Client accounting
Audit & Assurance
Estate Planning

Tax Preparation Focused On Opportunities That Benefit Your Bottom Line

Expect tax planning advice that maximizes opportunities to minimize your tax burden. Grimbleby Coleman Advisors & Accountants goes even further by providing assistance with complex tax strategies and a team with specialized knowledge of diverse industries. Choose an advisor who will guide you through the complexities of ever-evolving federal, state and local tax laws, and will develop an industry-tailored tax strategy.

Tax Planning
  • Analysis of tax consequences for mergers, joint ventures, acquisitions, and divestitures
  • Entity selection analysis
  • Year-end tax planning to defer or accelerate income and deductions
  • Comparison of tax consequences for financing techniques
  • Cost segregation studies
  • Analysis of depreciable lives and methods of property, plant, and equipment
  • Year-end income analysis for individuals and businesses
  • Cryptocurrency tax planning
Tax Credit Analysis & Preparation
  • Research and develop tax credit analysis and form preparation
  • Analysis of available state credits
  • Energy tax deductions and credits
  • Production deduction analysis
Estates & Trusts
  • Fiduciary income tax return preparation for simple and complex trusts
  • Revocable and irrevocable trusts
  • Charitable remainder, lead, and grantor annuity trusts
  • Fiduciary return preparation for estates
  • Estate and inheritance
  • Gift and generation-skipping transfer
Representation Before Tax Authorities
  • Responses to government notices and levy actions
  • Representation before US Tax Court
  • Representation in the federal and state appeals process
  • Obtaining letter rulings on proposed transactions
  • Obtaining approvals to change accounting methods and periods

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