Tax Services

At Palius + O’Kelley we employ a quality control process that allows us to provide timely, top–notch service to our clients.

Tax Planning and Consulting

Our business is centered on our clients, and we take a proactive approach to tax services. By keeping current on new tax laws and legislation we are in a position to identify key tax planning opportunities that minimize both the current and future tax liabilities of our clients.

Our tax planning protocol is unique. Working closely with the client, we begin with their business results to insure that they are taking advantage of all the tax deductions and credits available to them at the business level. Since many clients own pass-through entities, we flow the compensation and net business income to an individual tax planning program. We then insure that all available tax deductions and credits are utilized at the individual level. Lastly we look at the total picture to make sure, to the extent permissible by law, we have considered all the tax planning opportunities possible for the client.

We also use our tax planning protocol for:

• Annual Income tax planning
• Tax effects of buying/selling your business
• Tax effects of buying/selling real estate
• Tax effects of adopting a retirement plan

Tax Preparation Services

We provide a complete range of tax preparation services. Our staff has extensive experience in the preparation of all of the following tax returns and the myriad of issues that may arise:

Individual Partnership Trust Non-ProfitCorporate LLC / LLP Gift
  • Individual
  • Partnership
  • Trust
  • Non-Profit
  • Corporate
  • LLC / LLP
  • Gift

We always work to ensure that the returns we file are correct and minimize our client’s tax obligation.

Tax Authority representation:
We are licensed to represent our clients with the IRS, FTB and SBOE.