Carver Moquist & O'Connor, LLC provides specialized assistance to individuals interested in identifying opportunities and strategies that enhance your personal financial position while minimizing tax consequences.

• Provide proactive federal and multi-state tax planning and compliance assistance to minimize and/or defer tax costs
• Help protect and maximize potential investments including property/asset purchase and sale transactions, like-kind and deferred tax strategies
• Provide representation before government taxing authorities such as IRS audit representation and correspondence
• Assistance with financial planning issues such as college funding strategies to increase the availability of grant and financial aid packages, tax strategies to lower marginal income tax rates for children under 14 and other dependents, retirement planning and estate planning analysis
• Interim tax planning throughout the year to optimize tax positions
• Review of various retirement planning mechanisms to provide guidance in optimizing your strategies

Copyright© 2002-2007 Carver Moquist & O'Connor, LLC

Web design by hero