Tax Services

PW Partners provides the support and expertise that businesses need to prosper.

Tax Services at PW Partners

PW Partners provides tax planning and compliance services that reflect our understanding of both your business and the increasingly complex tax laws.

We’ll help you achieve your goals by minimizing the expense and maximizing your return through proactive planning. Much of our focus is turned to tax compliance, and with the confusion that can be presented by frequent tax law changes, we’re prepared to work with you every step of the way. We can prepare:

  • Corporate federal, state, and city returns
  • Federal and state fiduciary (estate and trust) returns
  • Nonprofit/exempt organization returns
  • Application for ID number (SS-4) and S corporation election (2553)
  • Partnership, LLC and LLP federal, state and city returns.

We also have the expertise to offer advice and consulting on tax planning and tax collection issues (notices, liens, levies, offers in compromise). In addition to preparing your returns, PW Partners will work with you on:

  • Tax compliance and planning
  • Business entity selection (S or C Corporation, LLC, etc.)
  • Income and franchise tax planning
  • State and local tax planning
  • Accounting method review and tax planning
  • Gift tax, estate, and trust taxation issues
  • Planning for the purchase or sale of a business
  • Equity compensation planning (restricted stock, stock options, ESPPs, ESOPs)
  • Retirement plan services
  • Individual tax and estate planning
  • Mergers and acquisitions
  • U.S. tax preparation services for ex-pats and foreign nationals
  • Executive tax preparation programs for companies looking to provide additional benefits
  • Representation before IRS or other tax authorities

Our relationship with clients doesn’t start and end with tax season or completing your returns. We’ll work with you throughout the year to stay up-to-date with monthly taxes and changes to the law. Accessibility, communication, and expertise ensures PW Partners will execute your tax return process expertly and painlessly.