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Tax Services

Tax laws can change dramatically from year to year and the tax team at Isdaner & Company, LLC anticipates the changes and helps you plan accordingly. Our professionals analyze clients’ needs and create tax strategies to maximize financial profitability.

We offer you our diverse expertise on how various rules and regulations impact your company’s particular operations as well as the individual needs of shareholders and employees. Our professionals will evaluate business assets and interests, advise on recapitalization, review the effectiveness of your distribution policy to shareholders and executives, consult on forming entity structures, and research tax aspects of proposed transactions. Whether it’s issues such as planning for capital gains or the alternative minimum tax, we always seek to identify tax saving opportunities. In addition, we represent clients at federal, state and municipal audit hearings.

For clients with multi-state operations, we offer extensive state and local tax planning services to corporations and pass-through entities. Our tax team works closely with you to minimize your overall income, franchise, sales, use, property, and excise tax burdens.

Your personal tax needs are also addressed by our specialists. Whether you are planning for your children’s college education or your retirement funding, our experienced professionals will help you to utilize the most effective tax strategies.

We work in tandem with other professional advisors to develop a comprehensive plan. We collaborate with attorneys, investment advisors, trust officers, bankers, insurance representatives, financial planners, and family offices to achieve your objectives.

Each person in our tax department has an average of 10 years experience. The tax specialists at Isdaner & Company, LLC offer a variety of tax services.

Tax services include:

  • Tax Preparation
  • Tax Planning
  • Audit Representation
  • Multi-State Tax Planning
  • Investment Analysis

The typical clients for our tax services are high net worth individuals, family offices, family businesses, real estate developers, manufacturers, distributors, medical and law practices, investment groups, service organizations, assisted living entities, nonprofits and governmental agencies.

Our seasoned tax team of accountants on the average have over a decade of experience. The team has worked with a variety of clients in many sectors and high net worth individuals with complex tax situations.

We strive to utilize the most effective tax strategies to minimize our clients’ tax burdens. Our professionals do a thorough analysis of the clients’ needs first and then create the tax strategies to meet those unique needs. In addition, we send relevant tax alerts periodically to all clients to keep them up to date on the latest legislation and news.

We offer our clients personal and responsive service. Our professionals work in tandem with other advisors to the clients. In that way, we develop a comprehensive plan to achieve the clients’ objectives. To get started with Isdaner & Company, a prospective client would contact our marketing director, Jill Lock at Jill will ask pertinent questions about the prospect’s tax situation and may request tax documents. As a result of doing this due diligence, she will share this information with our accounting professionals to determine the best way to help the prospective client. A leader in the tax team will then contact the prospective client. Once the engagement is agreed upon, the client will receive an engagement letter. After the letter is signed, the extraordinary experience of working with Isdaner & Company begins. The new tax client will have the opportunity of working with a highly qualified accounting firm who is dedicated to delivering excellent service and building lasting relationships.