Exceptional Tax Preparation

We offer you diverse expertise on how various rules and regulations impact your company's particular operations as well as the individual needs of shareholders and employees. Our professionals will evaluate your business assets and interests, advise on recapitalization, review the effectiveness of your distribution policy to shareholders and executives, consult on forming entity structures, and research tax aspects of proposed transactions. 

Whether you're facing problems such as planning for capital gains or the alternative minimum tax, we can assist you in identifying tax saving opportunities. What's more, we represent clients at municipal, state, and federal audit hearings.

We offer extensive local and state tax planning services to pass-through entities and corporations for clients with multi-state operations. We’ll work meticulously with you to minimize your overall income, sales, franchise, use, property, and excise tax burdens.

You can breathe easy as your personal tax needs can also addressed by us. Whether you are planning for your retirement funding or your children's college education, our specialists will help you to employ the most effective tax strategies.

We can work with other professional tax advisors to formulate a comprehensive plan for you. We collaborate with attorneys, bankers, investment advisors, financial planners, insurance representatives, trust officers, and family offices to achieve your objectives.

The tax specialists at Bilardo & Associates, LLC offers a variety of tax services: