Taggart Partners recognises that planning is the cornerstone of financial success and in turn is the key to minimising your personal and business tax consequences.

To accomplish effective tax planning, we are constantly monitoring tax legislation and regulations. We then evaluate each client’s unique position in light of the changing situation to project future tax effects of your business and personal decisions.

Equally important as planning is timely and accurate tax return presentation. Our professionals can efficiently prepare your return and then, when delivered, review the past and look to the future by offering ideas and options to minimize your taxes in the following year.

Our taxation services include:

• Preparation of all tax returns
• Entity selection tax considerations
• Analysis of the tax consequences
• Structuring of mergers, sales and acquisitions
• Valuation of business interests
• Succession planning
• Planning and assistance with pension, profit sharing and other employee benefit plans