Burke & Schindler's services are primary building blocks to creating and building wealth. Our tax practice prides itself on proactive advice and recommendations.
A complete and diversified tax service is provided, including the normal services relating to the preparation of federal, state and local tax returns. Tax planning is emphasized (corporate, personal and estate) and includes such areas as compensation, acquisitions and mergers. We will review prior year compliance to identify opportunity for real savings, exposure to Internal Revenue Service scrutiny and suggestions for the future. We provide a state and local tax liability analysis to fully educate the corporate owners as to the requirements of state filings and potential liability of tax dollars.
We assist individuals to maximize their wealth through compensation and investment advisory planning, insurance analysis, stock option planning, estate planning and cash flow management and budgeting. We believe regular communication with you is the most effective tool in developing strategic solutions. We get to know your company well and you better. We're your "advocate." Our experience in these matters will put you at ease and save you significant dollars. We create a flexible roadmap for your partners, heirs and successors to follow in the event of your death, disability or retirement. Our extensive network of contacts allows us to sell your company in a timely manner at an optimal price, structured in a tax-effective manner.
