tonneson + co

Tax Services

tonneson + co provides comprehensive tax planning and compliance services for individuals, businesses, and not-for-profit organizations. We work with all business entity types with clients (corporation, partnership, LLC, LLP, and sole proprietor); and we serve the individual tax needs of executives and high net worth individuals. We serve clients throughout North America and internationally.   Our membership in Geneva Group International (GGI) provides greater opportunities for us to serve your expanding operations 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.

Individual Services
  • Income tax return preparation
  • Wealth retention and multi-generational transfers
  • Planned gifting and philanthropic planning
  • Estates and trusts

Contact an expert