Tax Services

Smith, Kunz's tax services are anything but reactionary. Tax is a continuous engagement, not a once a year surprise. Keeping abreast of the latest tax laws and legislation, we help our clients identify strategies and opportunities for minimizing their federal and state tax burdens. We routinely alert our clients of strategies for deferring income or accelerating deductions.

Tax Planning and Preparation

Smith, Kunz clients are aware of the latest tax laws and legislation, as well as the steps needed to implement tax strategies congruent with their long-term personal and business goals. With consistent and expert planning, the tax return becomes simply a report to the authorities of information long known and planned for by our clients instead of a dreaded surprise at the tax deadline. Smith, Kunz plans and prepares personal, fiduciary (estate and trust), partnership, LLC, S-corporation, C-corporation, and non-profit returns.

Transaction Services

Our best clients know that each business or personal transaction has tax consequences, and that Smith, Kunz provides immediate, actionable answers while never losing sight of the big picture. (We never let the tax tail wag the business dog). Many times, the same basic economic transaction can be effected with differing tax treatments. Smith, Kunz can step you through the details.

IRS Representation

One of the biggest pros of trusting your taxes to a Certified Public Accountant is the care and expertise they employ in representing you before the IRS, state, or local tax authority, as well as the respect they immediately demand from those authorities. Let Smith, Kunz take a load off of you and your business by becoming the liaison between you and the tax man.

Business Entity Selection

Choosing the form of entity of your business is a crucial decision that can have longstanding tax implications. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company or new venture.

Retirement Plans

Tax advantaged retirement plans (i.e. defined-contribution or defined benefit plans, 401(k)s, Keoghs, SEPs, etc.) can provide significant tax advantages for companies of any size, including closely held businesses and self-employed individuals. Our qualified staff can assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees.

With all of the options available to today’s plan sponsors, managing retirement plans for a business or small company can be a daunting prospect. Scott Smith, a CRPS® (Chartered Retirement Plans Specialist) designee can provide you with an understanding of how to establish an efficient retirement plan and ensure regular compliance with plan rules. 208-643-8153