Comprehensive Taxation Services
Small to Mid-Sized Businesses, Non-Profit Organizations, and Individuals
At Aldridge Borden, we offer a full range of taxation services designed to meet the diverse needs of our clients, including individuals, businesses, fiduciaries, and non-profit organizations.
Our team of experienced and trained professionals, including Certified Public Accountants (CPAs) and those with additional designations such as Certified Valuation Analyst (CVA), Personal Financial Specialist (PFS), and Accredited Estate Planner (AEP®), ensures that you receive the highest level of expertise and personalized service.
Individual Taxation Services
We provide a comprehensive suite of services to address the unique tax needs of individuals, ensuring compliance and strategic planning for optimal financial outcomes.
Yearly Tax Returns
Accurate preparation and filing of annual tax returns.
Estate & Gift Tax Planning
Strategic planning to minimize estate and gift taxes.
IRS Examinations
Representation and support during IRS examinations.
Tax Planning
Proactive planning to optimize tax liabilities.
Retirement Planning
Strategies to maximize retirement savings and minimize taxes.
Tax-Free Exchanges
Facilitation of tax-free exchanges to defer taxes on investment gains.
Business Taxation Services
Our business taxation services are designed to support the financial health and growth of your business, ensuring compliance and providing strategic tax planning.
Yearly Tax Returns
Comprehensive preparation and filing of business tax returns.
Tax Planning
Strategic tax planning to minimize liabilities and maximize benefits.
Retirement Plan Returns
Preparation and filing of retirement plan returns.
Entity Selection
Guidance on choosing the optimal business structure for tax efficiency.
Transaction Analysis
Analysis and planning for business transactions to minimize tax impact.
Multi-State Sales & Use Tax
Compliance and planning for businesses operating in multiple states.
Payroll Tax
Accurate calculation and filing of payroll taxes.
Fiduciary Taxation Services
We offer specialized taxation services for fiduciaries, ensuring compliance and strategic planning for effective wealth transfer.
Yearly Tax Returns
Preparation and filing of fiduciary tax returns.
Tax Planning
Preparation and filing of fiduciary tax returns.
Wealth Transfer
Strategic planning for efficient transfer of wealth.
Information Taxation Services
Our expertise extends to non-profit organizations, providing tailored taxation services to ensure compliance and optimal financial management.
Not-for-Profit Tax Returns
Preparation and filing of tax returns for non-profit organizations.
Property Tax Returns
Accurate preparation and filing of property tax returns.
Wealth Transfer
Strategic planning for efficient transfer of wealth.
Connect With Us
For more information on how Aldridge Borden can assist with your taxation needs, contact us today. Let us provide you with the comprehensive tax services and strategic planning necessary to achieve your financial goals.