Tax

Overview
tonneson + co provides comprehensive planning and compliance tax services for businesses, not-for-profit organizations and individuals. Our clients include corporations, partnerships, LLCs, LLPs, sole proprietors and the individual tax needs of the executives running these businesses, and high net worth individuals. Our clients are throughout North America and Global Markets. The firm’s membership in Geneva Group International provides the opportunity for your expanding Global operations to have the best local representation in over 90 countries.

Tax Lifecycle Planning
We embrace the Tax Lifecycle planning approach. This process addresses short-term compliance needs and provides proactive near term planning and extended life events such as trusts and estate planning, the transition or sale of a business, mergers and acquisitions, succession and perpetuation strategies, family wealth transfers, and philanthropic planning. With planning, these significant events can be structured to maximize tax opportunities and preserve and retain more and better control of your assets.

Some of Our Tax Services Include:

• Income tax return preparation
• Sales tax and other tax returns
• State, local and multi-jurisdictional tax matters
• Business and individual tax planning
• International tax planning and coordination
• Representation before IRS, state and local taxing authorities
• Wealth retention and multi-generational transfers
• Planned gifting and philanthropic planning
• Estates and trusts

Our Clients Are:

• Businesses; Domestic and Global
• Not-for-Profit Organizations
• Individuals and Families of  Wealth
• Business Executives
• Emerging to Mature Entities

Please review our PLUS services group. This is our unique support system for high net worth individuals and executives.