TAX

Perry-Smith LLP is clearly unique in its approach to delivering tax planning and consulting services. Most notable is the innovative approach taken to providing you with solutions, not quick fixes. We provide a comprehensive set of tax services, including compliance and strategic consultations.

Compliance Services

Tax Planning
Tax Preparation
Estimated Tax Calculation

Consulting Services

State and Local Tax (SALT)
Credit Studies (Enterprise Zone and R&E)
FAS 109
FIN 48
Estate Planning
Mergers and Acquisitions
Business Succession Planning
IRC 382, 280G Studies
Audit representation before the IRS, Franchise Tax Board and State Board of Equalization
Deferred compensation studies and analysis (IRC Section 409A)

Today's tax laws are complex and subject to constant change and modification by the Internal Revenue Service, state tax authorities, courts and legislative actions. Our tax professionals keep apprised of recent and pending legislation and court decisions that may impact you as our client. We are always available to meet with you to explore tax planning opportunities and business strategies that result from an ever-changing business environment.

Industry Specializations

Financial Services
High Tech / Manufacturing
Estates and Trusts
Real Estate
Private Equity Groups
Employee Benefit Plans
Healthcare
Public Companies
Green Technology
Professional Services
Closely Held Businesses
High Wealth Individuals

For more information about our tax services, please contact one of the Partners listed below or refer to the Team Leaders section on the website.

Kenneth R. Astle, Partner - kena@perry-smith.com
Jeffrey A. Bertleson, Partner - jeffb@perry-smith.com
James D. Goeller, Partner - jgoeller@perry-smith.com
Warren P. Kashiwagi, Partner - warrenk@perry-smith.com