gallery-43427887-xs.jpgTax Services

At Gunderson, Waldvogel & Co., Ltd., we offer a broad spectrum of comprehensive and thorough year-round tax assistance for individuals and businesses, from managing sales tax compliance to business and estate tax planning to the preparation of complex individual, corporate, partnership, LLC, estate and trust returns to effective representation before taxation authorities. We take an active approach to all aspects of taxation –our staff monitors compliance to avoid surprises at tax time and stays current with changes in tax law to identify the tax planning implications, allowing us to proactively apply updated strategies to minimize our clients’ tax liability and maximize their financial growth.

Individual Tax Return Preparation and Planning

Our experienced, insightful staff believes that providing effective tax services to individual clients involves more than simple tax return preparation. At Gunderson, Waldvogel & Co., Ltd., the core of our firm’s philosophy is that planning is the key to an individual’s overall financial health and we believe that staying on track with a strong, comprehensive plan is the best way to minimize your taxes, manage your finances, maximize your assets and achieve your goals. We don’t just prepare your tax return…we can help you to develop a solid, sensible plan that can help you not only with this year’s taxes but also your future expenses, from saving for your children’s educational expenses to funding your retirement to protecting your assets and estate.

Estate, Gift and Trust Tax Return Preparation

Gunderson, Waldvogel & Co., Ltd. provides preparation of complex federal and state estate, gift and trust tax returns, as well as offering comprehensive and knowledgeable assistance with the tax implications of your estate plans, business succession plans and gifting strategies. We can advise you about the efficacy and tax implications of a number of estate planning strategies including irrevocable trusts and charitable giving strategies. We constantly strive to maximize the value of your estate, gift or trust and to protect your heirs or beneficiaries from confusion, uncertainty and the distraction of unforeseen estate tax levies.

Corporate, Partnership and LLC Tax Return Preparation and Planning

At Gunderson, Waldvogel & Co., Ltd., careful tax planning is an essential step in the preparation of our corporate and business clients’ income taxes and we strive to help you find the best possible strategies to minimize your tax liability to improve your profitability. Whether you are a large firm or small, established business or start-up venture, we have the knowledge and experience to offer tax preparation services and to assist with quarterly payroll and sales tax filings.

Unified Tax Approach

At Gunderson, Waldvogel & Co., Ltd., we take a holistic approach to tax services, providing both tax planning and tax return preparation to a wide variety of clients. We provide coordinated business and personal tax services, with particular focus on privately-held, family-owned and closely-held companies or trusts and the individuals concerned with them. At Gunderson, Waldvogel & Co., Ltd., we understand the dynamics of the closely-held or family-owned business and the relationship between the personal interests of the shareholders and the overall interests of the business, recognizing that family-owned or closely-held business interests are typically highly integrated with the personal interests of the individual shareholders. Our professionals are experienced not only in tax return preparation for family-owned or closely-held businesses or trusts, but also in formulating tax strategies that balance the business and personal tax needs of the owners and stakeholders.

IRS and State/Local Tax Representation

Gunderson, Waldvogel & Co., Ltd. knows the tax laws, we know how your tax return was prepared and we stand behind our work. If the need arises, we provide complete representation services before the IRS and state and local taxing authorities.

Tax Service Inquiry