Tax Preparation & Planning
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Client Connect

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Tax Preparation & Planning

All individuals and businesses can benefit from sound tax advice and planning. Tax planning is an important component of financial planning. To achieve this, you need to rely on the advice and guidance of experienced financial professionals who know how to address tax issues and take advantage of tax savings opportunities.

Income Tax Planning & Preparation

At Marien + Company, we consider planning to be a key element of our tax services. We keep you informed of the latest tax laws that affect both your individual and business interests, help you understand the implications and work with you to plot out the best course of action. This allows you to receive ongoing planning and advice to assist you in your personal and business tax needs.

Types of Taxes

Our dedicated tax professionals are well versed in handling many types of tax issues, including:

  • Individual Taxation
  • Partnership Taxation
  • Corporate Taxation
  • Limited Liability Company Issues
  • Family Limited Partnership Issues
  • Multi-State Tax Issues
  • Estate, Gift and Succession Taxation
  • Taxation of Trust Entities
  • Not-for-Profit Taxation
  • Unrelated Business Income Taxes
  • Personal Property Taxation
  • Payroll, Sales and Fuel Taxes

State-of-the-Art Technology

At Marien + Company, we use the latest technology and software to prepare returns, as well as analyze the conditions of the economy associated with certain tax strategies. We review and evaluate tax laws and provide you with timely updates on changes in those laws.

We can work with you and your business to develop tax strategies that fulfill your needs. In addition to preparing your return, our experienced staff responds to tax notices, provides representation in a tax audit and assists you with reduction strategies.