Tax Planning & Compliance
A simple answer shouldn't come with a price.
The best part of our day at Moquist Thorvilson Kaufmann Kennedy & Pieper LLC is speaking with our clients. Any CPA firm can crunch numbers and total your tax liabilities, but we want our clients to call us regularly, ask questions and understand their options for reducing taxes while increasing revenue and net worth. That's why we don't bill them every time they call.
Our experience in tax planning serves the individual as well as entities spanning several states. We are also known for tax expertise for inbound foreign investment. Our successful track record for transactional work with emerging growth companies as well as our experience in benefits consulting allows us to see tax strategies from a fresh perspective.
Business and Individual Tax Reporting
Yes, we prepare annual tax filings. But because we have analyzed your individual and business circumstances, your tax preparation and reporting will go beyond basic number crunching to include all appropriate options for minimizing taxes. If there is a new tax statute or amendment, we know about it and how to apply it effectively.
Legal Entity Analysis and Selection
The selection of a business model impacts your tax situation and should be regarded carefully when forming or restructuring a business. Considering your long-term objectives, we will work with your legal counsel to recommend an entity that will minimize annual tax liability and the future tax impact of your exit strategy.
Business Transition Planning and Implementation
We have worked with generations of business owners in high growth, venture capital environments and closely-held family businesses. By assisting your attorney in the drafting of buy-sell agreements, facilitating a succession planning analysis and advising on owners' intent and transfer of ownership, we can minimize tax consequences on new owners while preserving the value of the business.
Employee Benefits Consulting
Many business owners do not realize that they can maximize after tax earnings by selecting tax advantaged benefit programs. At the same time, a quality benefit plan can assist in the hiring and retention of valued employees by maximizing their net earnings, reducing individual tax burdens and providing competitive incentives. MTK can act as a Third Party Administrator (TPA) for your 401(k) plan. Through our financial services affiliate, SilverOak Wealth Management, we provide fiduciary oversight and consulting to ensure that you are meeting all of your responsibilities and optimizing investment options for employees and shareholders.
If you are looking for responsive and sophisticated tax planning that offers options for saving money, reducing taxes and attracting and retaining top talent, it's time to switch to MTK.
Contact Kevin Moquist, John Thorvilson, Steve Kennedy, or Bill Hogle for more information on these services.
