Tax

We help you keep more of what you have worked hard to earn. This means using our extensive knowledge of the tax code, tax strategies, and tax planning to your advantage.

Our practice encompasses two related areas: planning and compliance. In terms of tax planning, our sound advice can lead to significant savings and increased business value. Decisions you make for your business often impact your family tax situation and vice versa. Little decisions can make a big difference, so talk to us as you contemplate your next move.

To ensure compliance, we spend a tremendous amount of time and effort keeping up with ever-changing tax laws. We stay up-to-date with all of the elections and reporting requirements you face. And while some of our team may specialize in certain industries or areas of taxation, when you hire Hantzmon Wiebel, you hire the whole firm. Our collaborative approach ensures that each client benefits from the collective wisdom of all of our tax experts. Additionally, all of our compliance work goes through an extensive in-house quality review, and we take extra precautions to ensure that your private information stays that way.

Our tax planning and compliance services include:

Transactional Advice
Find a tax-efficient way to accomplish your business goals.

Succession Planning and Exit Strategy
Plan the next step for you and your company.

Estate and Trust Tax Planning and Administration
Early planning in this area can ensure that you leave your legacy in the most tax-efficient manner.

Retirement, Compensation, and Incentive Plan Tax Consulting
All of these plans can be arranged in a tax-advantaged way. Talk with our team to discern the best alternatives.

Business Lifecycle Planning
The decisions you make as you launch your business have long-term implications. Let us help you navigate your choices.

Tax Credit Consulting
We can help you identify and claim tax credits applicable to your business or personal tax situation.

Merger and Acquisition Tax Planning 
Turn to our tax team for assistance in structuring transactions to maximize your tax advantages.

State and Local Tax (SALT) Issues
You may not know all of your SALT obligations, but managing them can provide opportunities for tax savings.

International Tax Issues
Doing business overseas or considering going global? Consult with us to ensure you conduct your international business in a tax efficient manner.

Wealth Transfer Tax Strategy
Many strategies exist for passing wealth on to the next generation. We can help you determine which option works best for your family.

Representation in Tax Examinations
We can serve as your advocate and handle any IRS or other tax inquiries on your behalf.

For more information about the team, click the links below:

Partners:

Christopher C. Brubaker, CPA, ABV, CEPA
Richard M. Busofsky, CPA
Helene H. Downs, CPA
James F. Hutcherson, CPA
Glenn M. Lankford, CPA
Kendra L. Stribling, CPA, CEPA
Jeffrey D. Ulmer, CPA

Managers:

Gerri L. Carr, CPA
Carrie Dugan Brubaker, CPA

Celia J. Lankford, CPA
Florena Fay Paurillo, CPA

 

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