Tax Planning & Income Retention Strategies

ERM views taxes as a process and not an annual event. Our professionals develop tax plans for clients to maximize savings potential from significant events in their business and personal life. We are always looking forward for our clients. ERM professionals are experienced in supporting both organizations and individuals with tax planning and income retention strategies.

Our Services Include:

  • Businesses & Individual Support
  • Tax Planning & Risk Analysis at the Federal & State Levels
  • Federal, State & Local Return Preparation
  • Payroll Tax Filings & Sales Tax Returns
  • Business Entity Selection
  • Estate, Trusts & Beneficiary Taxation
  • Wealth Transfer & Gifting Strategies
  • Trust Tax Returns
  • Family Wealth Transfer Strategies
  • Succession, Transition, & Exit Planning
  • Divorce & Support Issues
  • IRS Communications & Representation
  • R&D, DPAD, & Energy Credits

Let Us Review Your Tax Strategy

How do you know if you are getting the right tax advice? We will review your previous returns for missed credits and incentives to examine the potential to defer taxes, recover tax overpayments, or minimize future liability.