Tax Planning & Preparation

At Anderson Davis & Associates, we continuously strive to provide our clients with the quality and timely tax information they require. Our professionals stay up to date on the most recent tax law changes.

Individual/Personal income tax
- Multi-jurisdictional tax issues
- Tax avoidance (mitigation) strategies
- Estate and gift planning
- Projections
Business tax (corporate, partnership, sole proprietorship)
- Business acquisition and dispositions
- Business valuation
- Multi-jurisdictional tax issues
- Tax avoidance (mitigation) strategies
- Projections
Non-profit (Informational Forms 990, 5500, etc.)
IRS and State taxing authority representation

Client Testimonials

“We have used Anderson Davis & Associates to perform an annual audit of our Church financial records for approximately 5 years. We have found them to be understanding of the special circumstances that apply to a Church, and they have been very willing to work with our various Committees and individuals, both paid staff and volunteers. The Anderson Davis staff have been very easy to work with, and have made a number of helpful suggestions.”

by Church Administrator

Tax Planning & Preparation

Client Testimonials

410.766.2645