TAX
Providing all tax compliance and planning needs for your business.
At Sullivan Bille, we are forward thinking and prefer to take a proactive approach to tax services for our clients. By keeping current on new tax laws and legislation, and industry-specific news we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Through a variety of services, we’ll analyze where your business goals are and implement the appropriate tax strategy to insure you are remaining in compliance while on track to sustainable success.
Our range of services include tax planning & return preparation for individuals, corporations, partnerships, LLCs, and LLPs. We can also assist with the tax planning and preparation for estates and trusts as well as gift taxation to maximize financial success for the next generation while minimizing liabilities.
In addition we offer representation before taxing authorities, advise on the tax risks and liabilities for mergers, acquisitions, and the buy and sell-side of business transactions, and can offer tax support for divorce and other legal matters.
Individual Tax Planning & Preparation
We handle all tax planning and preparation needs to create a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation. Our goal is to provide innovative solutions to maximize profits while avoiding common tax pitfalls.
Corporate Tax Planning & Preparation
Our team of talented tax professionals will work with your corporation to plan, devise, and implement a proper tax strategy, including completing 1031 exchanges and cost segregation studies. Our expertise spans the spectrum of corporations, including C and Sub-Chapter S Corporations and partnerships. Our priority is to reduce tax liability while maximizing profits.
Business Entity Selection
We understand starting a business can be daunting yet exhilarating. Our team can assist in choosing the best entity structure for your business such as a S-corporation, partnership, corporation, sole proprietor, or a limited liability company. This crucial decision can have longstanding tax implications, positive or negative. We’ll assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.
Estate, Gift, & Trust Tax Preparation
When creating a financial legacy for the next generation, there can be many tax liabilities. We can guide you through the complex process of getting your affairs in order to establish the legacy you desire. Our experienced team understands the federal and state tax requirements as well as filings for any Estate or Trust and will ensure yours remains in compliance. In addition, we can assist with analyzing the taxation liabilities associated the gifting.
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.
Mergers & Acquisitions
Finding the right business partner for your company can be a difficult task. We can assist you in both sides of the merger or acquisition process by assessing such critical financial elements as tax considerations, product or service compatibility, competitive tactics and position, financial impact, and cash flow considerations.
Privacy – Tax Information Disclosure
To remain in compliance with Federal, State and Local Laws in order to protect our clients’ privacy and security, we offer the following forms for you to fill out requesting us to disclose certain tax information as needed.
My1040Data
My1040Data is an online alternative to our traditional Organizer. It is web-based and makes it easier for you to fill in your tax information and provide supporting documents through a secure portal. This secure site provides end to end encryption. Your data is automatically saved every time you attach a document or move to another page.
My1040Data provides new options for greater flexibility:
- It can be used on most desktop computers, laptops, and tablets.
- Information can be entered directly in My1040Data.
- You can attach electronic copies of forms (Forms W-2, 1099, etc.) that you receive.
- You can scan paper forms and attach the scanned images.
- You can attach spreadsheets of your businesses, rentals, investments, deduction lists or other activities.
- You can even take a photograph of a form and attach the image.
If you are interested in My1040Data, please submit this form.
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TAX
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OUR FIRM
A Collective Group of Passionate Accountants
At Sullivan Bille, we love what we do. We take pride in serving our clients with the highest quality of services and adding value to the businesses they run. Our success is truly rooted in the success of our clients and being their trusted accountants and advisors for their financial and operational needs.
AREAS OF FOCUS
As a full-service accounting firm, there’s no challenge or demand we can’t meet for our clients. As your business grows, we adjust services to align with your evolving goals to serve every stage of the business life cycle.
SERVICES
We offer businesses and individuals nearly a dozen tax, accounting, and business advisory services to provide them with the expertise, experience, and strategic approach to meet their specific demands.
OUR FIRM
At Sullivan Bille, we are a collective group of passionate accountants who love what we do. We take pride in serving our clients with the highest quality of services and adding value to the businesses they run.