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Tax Planning & Preparation

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Tax Planning & Preparation

Many of our new clients are surprised at how much we can reduce their personal and business income taxes. Our seasoned professionals exhaust all options to make sure that we uncover money-saving opportunities for you and your business.  It’s the cornerstone of our practice.  Our professionals work collaboratively to combine their deep expertise in tax and regulatory matters with hands-on experience with your industry, entity type, and stage of growth to help you and your business navigate the complex tax landscape with confidence.

At Baroldi Gundersen, we prefer to take a proactive vs. reactive approach to tax services.  We will spend the time to learn your objectives, plans and opportunities, and work with you to develop a strategy that fits your needs.  Our tax planning considers both short-term and long-term goals of our clients.  We supplement current tax planning with our estate & trust services and financial services to provide a comprehensive approach to reducing taxes in the current period and throughout the life of your estate.

Our professionals provide our clients with the taxation expertise and knowledge throughout the year. When we learn of something that may impact you, your business or your industry, you can be assured we will be contacting you with a strategy.  We believe educating our clients on the respective tax rules is as important as planning and compliance in and around their tax situation

We don’t view tax return preparation as a service, but rather the final component of the tax planning process, where the results of our tax reduction and planning efforts finish in the form of a timely and accurate filing.


  • Federal, State, and Local Tax Filings
  • Interstate Tax Planning
  • International Tax Planning
  • Partnership Taxation
  • Multi-jurisdictional Taxation
  • Property Tax Returns
  • Excise Tax Returns
  • Payroll Tax Returns
  • Sales Tax Compliance
  • Representation with Taxing Authorities
  • Future Tax Liability Projections

  • Retirement Benefit Planning
  • Personal Financial Planning
  • Tax Minimization Strategies
  • Individual Wealth Planning
  • Estate Planning
  • Trust Accounting and Taxation
  • Mergers & Reorganizations
  • Business Succession
  • Cost Segregation
  • Business Entity Structure
  • Tax Planning and Consulting
  • Captive Insurance Plans
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