Tax Services

The added stress of ever-changing tax laws and increased scrutiny can be distracting in today’s market. We take a proactive approach to all tax issues, offering expert, accurate advice to help you make the right decisions year round.

Our clients rely on the experienced team at SGA Group to protect their assets by helping them identify risks and negotiate regulatory requirements. In addition to providing compliance solutions, our experts can analyze your finances and your situation to help you take advantage of the tax breaks and credits available to both you and your business. We also provide strategic guidance on the structure and timing of transactions to minimize your tax exposure.

SGA Group CPAs & Consultants provide these services and more: 

Planning:

• Tax consulting for businesses: Mergers, acquisitions and reorganizations, and help with planning for complex business transactions.
• Tax consulting for individuals: Estate, gift and trust planning, and college savings opportunities.

Compliance:

• Tax return preparation: Federal, state, local taxes for individuals, corporations, partnerships, estates, trusts and exempt organizations.
• Representation before all taxing authorities: Tax examinations, filing protests and answering correspondence.
• Exempt organization consulting: Applications for Exempt Status, UBIT Consulting.
• Sales and Payroll Tax: State and Local tax filings, examinations and consulting.