Perry-Smith 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
