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Planche • Politz • Ledet, LLC
Beyond The Numbers

TAX SERVICES

Our tax staff has the capability and experience to render a wide range of services to all types of entities. Those services include tax planning, assistance in the event of an examination of returns by the taxing authorities, preparation of requests for technical advice and rulings (formal and informal), review of tax aspects of acquisitions and mergers, preparation of tax returns, and estate and family tax planning for executives.

The tax staff will work in harmony with the governmental audit staff in developing and gathering their information in such a fashion that minimum duplication of effort takes place. We work closely with you and your staff in appraising appropriate alternatives to maximize tax benefits, while minimizing tax liability.

While working within the rules and regulations required by the Internal Revenue Code and various state and local tax laws, we not only help our clients with tax compliance, we help them realize their goals through proper income and estate tax planning helping to minimize long term tax consequences.

SMALL BUSINESS SERVICES

We realize that many small businesses cannot afford to dedicate the necessary resources to employ a full-time accounting staff. However, the need for timely and accurate financial information still exists. Therefore, we have assembled a group of highly committed staff who are familiar with the needs of small to medium sized businesses.

We can perform a variety of accounting services and the end product you receive from us will be completed in a timely, efficient manner allowing you to have the relevant information needed to make financially sound business decisions.

By taking advantage of the above services, our clients have the benefit of having their statements prepared by a professional familiar with their business, who can provide insight into trends, possible problem areas, and opportunities revealed by the information contained in those statements.