Tax Planning & Preparation Services
At Bumgardner Morrison & Co LLP, we provide complete federal and state tax services, including the preparation of tax returns and tax planning for corporations, partnerships, and individuals. Our tax preparation experts make sure you don’t miss any money-saving deductions or credits that you deserve, and we work with you to help maximize your wealth.
Tax Planning Strategies
- Stock options and restricted stock units
- Maximizing health savings account contributions
- Liquidating investments
- Making contributions to a deductible retirement plan
- Deferring income tax liabilities
- Making charitable contributions
- Planning for alternative minimum tax
Trust, Gift and Estate Tax Returns
In addition to traditional tax preparation, our CPAs have years of experience providing tax planning services for estates and trusts. We work meticulously to prepare trust, gift, and estate tax returns correctly and on time for families and individuals to help minimize current and future tax burdens.