Overview

Beyond the ordinary.

It’s normal to expect your tax preparer to help you maximize deductions to minimize your tax liability. But when you work with the CPAs at Grimbleby Coleman, you can expect much more. Whether we’re preparing returns for individuals or for complex estates and corporations, we provide:

Proactive awareness.  Crystal-clear communication. Extraordinary service.

Tax Planning

  • Analysis of tax consequences for mergers, joint ventures, acquisitions and divestitures
  • Entity choice analysis
  • Year-end tax consulting to defer or accelerate income and deductions
  • Comparison of tax consequences of financing techniques for capital expenditures
  • Cost segregation studies
  • Analysis of depreciable lives and methods of property, plant and equipment
  • Year-end income analysis for individuals and businesses

Credit Analysis and Preparation

  • Research and development tax credit analysis and form preparation
  • Analysis of state credits available
  • Energy tax deductions and credits
  • Production deduction analysis

Estates and Trusts

  • Fiduciary income tax return preparation for simple and complex trusts
  • Revocable and irrevocable
  • Charitable remainder, lead and grantor annuity trusts
  • Fiduciary return preparation for estates
  • Estate and inheritance tax return preparation
  • Gift and generation skipping transfer tax return preparation

Representation Before Tax Authorities

  • Responses to government notices and levy actions
  • Representation before U.S. Tax Court
  • Representation in the federal and state appeals process
  • Obtaining letter rulings on proposed transactions
  • Obtaining approvals to change accounting methods and periods

Tax Preparation

  • Tax return preparation and planning for businesses and individuals
  • Payroll tax return preparation and planning
  • Extension and estimate preparation
  • Excise tax return preparation
  • Electronic filing and document organizer option
  • Accounting method determination and filings
  • Preparation of individual income tax return—including high net worth individuals and all state residents
  • Partnership, S corporation and regular corporation tax return preparation
  • Trust return preparation
  • Estate return preparation
  • Property tax return preparation
  • Payroll tax return preparation
  • Sales and use tax return preparation
  • Look-back calculations
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