Tax Services

Knowing the intricacies of tax matters are vital to the success of any business – large or small. At M. Stuart and Company, we will be proactive with all of your tax matters, minimizing your taxes while maximizing your profits so that you may be free to focus on running your business.

We continuously monitor federal, state and local tax law changes, whether your company is a C Corporation, S Corporation, Limited Liability Partnership, Limited Liability Company or Sole Proprietor. We offer both tax planning and tax preparation services as well as estate, gift and trust return preparation.

Tax Planning

We continuously monitor federal, state, and local tax law changes to allow our clients to minimize current and future tax liabilities. If necessary, we can implement tailor-made, due-date tax compliance monitoring systems to prevent costly interest and penalty assessments attributable to late filing in order to help you enjoy more of your assets while minimizing the taxes that you owe.

M. Stewart and Company will help with your tax planning for any circumstance, from property transfers to reorganizing the nature of your business to deferring tax on the sale of an asset.