Tax

At Dubrey, Culliton & Steglitz LLC, we offer our clients a full range of tax preparation and planning services designed to minimize your personal and business taxes, increase your cash flow and position your business for growth.  Our expertise, gained at large CPA firms and Fortune 500 companies, brings high-level tax planning to our local market.  In addition, up-to-date knowledge of recent tax law changes allows us to find financial opportunities specific to your situation.

We will ensure you are making the right tax decisions for you, your family, and your business.  Through careful consideration of your personal and business goals we will advise you on current tax implications and develop a plan for those issues you are likely face in the future.

Our team will work with you on the following tax services:

  • Personal income tax preparation & planning
  • Business tax preparation & planning
  • Legal entity selection
  • Estate, gifts, & trust planning
  • Federal & state audit representation

We can also help with practical strategies for:

  • Retirement planning
  • Life insurance, annuities, and long-term care insurance
  • Asset protection and preservation
  • Tax, estate, and business succession planning

 

Contact us for assistance with tax preparation and planning services:

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