Home      About the Firm      Partners      Services      Locations      Careers      Links      Contact Us	Tax Planning and Preparation Why Stroemer & Company? We're a CPA firm - of course we offer tax planning and preparation. So what sets us apart? After filing the proper forms for our clients, we don't consider the job complete. We treat a tax return as an indicator of our clients' financial health. As financial advisors, we take the opportunity to note areas that suggest a need for change. This proactive approach affects not only the outcome of next year's tax return, but our clients' approach to financial decisions throughout the year. Tax laws are complex and ever-changing. Our extensive knowledge and expertise enable us to develop effective tax-planning techniques that often result in substantial tax savings. The tax team at Stroemer & Company works with unparalleled assertiveness to tackle the financial and tax challenges that confront today's clients. With your financial future always in mind, we design tailored plans that reap long-term results and the best tax benefits. Business Tax & Financial Planning Opportunities to enhance our clients' financial well-being are often revealed during tax season. Knowing this, we weave financial planning into our tax planning and preparation services. Our broad spectrum of services includes the following: Proactive/Creative tax planning to limit tax liability. Federal, state, and local tax returns for corporate, partnership, and trust accounts. Evaluation of business accounting methods. Assistance with employee benefit, profit-sharing, and pension programs. Evaluation of investment, expansion, and diversification opportunities. Review of tax advantages and disadvantages of business ownership distribution. Financial and tax advice for the purchase, sale, or merger of a business. Assistance with liquidation, consolidation, merger and acquisition, and private venture capital offerings. Personal Tax and Financial Planning Although April 15 is often associated with anxiety, we like to think of it as a personal financial mile marker and an opportunity to examine the previous year's finances and to plan for the future. For personal accounts, we offer on-going financial guidance and assistance in areas such as: Federal, state, and local tax returns for individuals, estates, and trusts Changing laws The best use of laws to minimize tax payments Evaluation of investments for maximum return Creative tax planning to limit tax liability Estate and trust planning Financial planning Clients can help by keeping organized records and scheduling early tax season appointments. Tax planning should be addressed year-round, and we encourage you to talk with us about creating a proactive approach, tailored to fit your unique goals. The Stroemer Team Our team is comprised of talented professionals who are committed to helping you minimize your tax payments. Through continuing education, we stay up to date on new tax laws and developments that may affect your tax profile. Tax Trivia The first American peacetime income tax was begun in 1894 - it was 2% tax on earnings above $4,000, which at the time affected the wealthiest 2% of Americans. Income taxes became permanent with the ratification of the 16th Amendment in 1913. The average American will file 42 tax returns in his or her lifetime.