Tax Services
If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further.
I will thoroughly and conscientiously study your personal situation, and tailor my efforts and advice to your specific needs in these areas:
Individual & Business Tax Return Preparation
Effective tax preparation for individual and business returns is the core business of GPW Tax Services. Whether your tax situation is straightforward or complex, a family return or a small business, side gigs or partnership, it’s vital to get a professional working with you to find the right deductions, properly classify expenses, and file the correct supporting documents.
IRS Representation & Resolution
We are in a time where the IRS is using artificial intelligence and staffing increases to find reporting inconsistencies and errors and automatically generate large numbers of notices to taxpayers. Some are accurate and some are not. When you receive correspondence from the IRS it’s advisable to get professional help. GPW Tax Services can work to verify and clarify the nature of the IRS notice and determine the most advisable action. We can relieve you of the burden of responding and working with the IRS, negotiating the best outcome, and keeping your tax record in good stead.
Tax Planning
With the new administration in Washington and the expiration of major tax laws passed in 2017, 2025 will see an avalanche of tax code changes. Let GPW Tax Services help you get a head start on your future tax situation. Creating accurate next- and future-year tax scenarios for our clients lets us optimize their tax position while maintaining full compliance with current regulations. We develop multiple scenarios with our tax planning software and analyze your unique situation to identify opportunities for tax efficiency, implement strategic deductions and credits, and develop forward-looking strategies that align with your long-term financial goals.
Estate & Trust Tax Preparation
Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. I can work with your legal counsel to help you to structure your estate and trusts to minimize taxes and ensure the smooth transition to your heirs. I am available to handle all estate and trust tax-related matters.
Business Entity Selection
The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. I can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.
Financial Analysis
When a business can undertake strong financial analysis, it opens up new opportunities to improve management, planning and decision making. Financial analysis provides the numbers to support, reject or contemplate a course of action. Prospective analysis can show how situations may evolve under various scenarios, providing a new dimension to decision making. I am ready to provide this type of financial analysis to support the continued prosperity of your business.