Audits, Reviews, Compilations Business Advisory Insurance & Litigation Personal Finances Specialized Industries Tax Services

Brock and Company CPAs PC offers services relating to all matters of tax planning and preparation. We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. Through our myriad of tax services, we are confident that our highly qualified tax professionals will help you achieve your tax planning goals and objectives.

ESTATE AND TRUST PLANNING
Effective estate and trust planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order and offer advice regarding appropriate planning tools, such as family limited partnerships, personal residence trusts, charitable trust, life insurance trusts and other irrevocable trusts.

GIFT TAX AND ESTATE TAX RETURNS
Our experienced staff is qualified to prepare gift and estate tax returns. We understand the various elections and disclosures required to comply with the law and that will allow you to minimize your tax liability.

INCOME TAX PLANNING & PREPARATION
Tax planning and preparation form a winning combination for our successful individual and business clients. We can service the following entities:

We can help you understand the advantages and disadvantages of the various forms of entities and make the best choice for your particular situation while developing strategies that take advantage of new tax laws and legislation.

IRS Representation
During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

International Taxation
Our experience with the taxation of US residents working abroad and foreign citizens working in the US has provided us with an extensive base of knowledge in the area of international taxation. In addition, our member in Accountants Global Network - International allows us to stay abreast of financial and tax rules governing the world.

Please contact us if you have any questions about the above-mentioned tax services.


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