Tax Planning & Preparation Services

Primary Contact

Joe O'Neill
215.557.2208
joneill@parentenet.com

Circumspect Planning, Progressive Communications, Client Satisfaction

At Parente Randolph, we work proactively on tax planning, analysis and preparation to assist you in meeting your before- and after-tax objectives. Tax planning is an inseparable part of business and investment planning, and it should be managed as a year-round activity.

It’s why Parente Randolph integrates tax planning services into our overall role as financial advisors. We work with you to develop a comprehensive tax plan tailored to your needs. We review the plan throughout the year to alert you of new opportunities and to ensure that the plan continues meet your short and long-term goals.

Our client alerts and newsletters will keep you informed about significant tax developments. Through our worldwide affiliation with Baker Tilly International, we can also help you with international tax planning.

Making the Most of Parente Randolph’s Tax Expertise

Parente Randolph’s tax planning and compliance team provides a comprehensive range of services to a wide variety of public and private companies.

We work directly with our clients and offer time-tested knowledge, commitment and resources. Our total-enterprise perspective is aimed at helping corporate leaders and business owners realize their tax planning goals. What’s more, clients tell us they value our attention to detail, personalized service and proven expertise. Client satisfaction is our proudest accomplishment.

Here are just a few of the tax planning and preparation services that Parente Randolph provides:

Preparation of income tax and information returns for individuals, businesses, estates, trusts and employee benefit plans
Representation of clients before Internal Revenue Service and other regulatory agencies
Evaluation of clients’ tax-related practices and procedures to ensure conformity with current laws and regulations
Evaluation of tax aspects surrounding clients’ investment portfolios
Preparation of requests for formal and informal rulings and technical advice from the Internal Revenue Service and other tax agencies
Review and consultation on proposed transactions, such as business acquisitions, mergers and reorganizations
Preparation of information returns for various tax-exempt organizations
Assistance with business structure planning
Choice of business entity (PDF)