Given the complexity of the ever-changing tax laws and the difficulty of interpreting them, you need a tax adviser who not only can ensure you’ve complied with the law, but who can help you claim valuable deductions and credits. At Philip+Rae & Associates, our service offerings have been developed to support the evolving needs of our clients. We provide:
Attest Services
In today’s complex business environment, the need for accurate timely information is critical for organizations to make business decisions, obtain financing and to meet the requirements of regulators and investors. Many firms view these services as a way to meet basic compliance requirements. At Philip+Rae & Associates, we look at it as an opportunity to provide you insights into the best business practices of our clients.
Whether your needs are for a compilation, review, audit or other attest services, we have an experienced team ready to work with you.
Tax Solutions
Tax planning is the key to providing effective tax minimization strategies. At Philip +Rae and Associates, we believe that year-round contact is a critical part of our understanding your goals and objectives. Our team has expertise in the following areas:
- Multi-State Tax Preparation
- Local Tax Solutions
- R&D Tax Credit
- Cost Segregation
- International Tax Matters
- Federal Taxation for All Types of Business Entities
- Personal Tax Preparation
- Not-for-Profit Entity Tax Preparation
- Retirement Plan Design