Tax Services

Our tax compliance and consulting services team helps clients design a comprehensive plan to reach their financial objectives. Our professionals analyze the current status of clients' investments, tax, insurance, retirement and estate plans. We dissect each component and make recommendations for improvements. Because the elements of a sound financial plan are interwoven, AEON's services professionals regularly monitor the plan and assist in making modifications that reflect clients' changing needs, goals and priorities.

 

Tax Preparation Services

The U.S. tax code is in a constant state of flux, causing many business owners and individual taxpayers to calculate their taxes incorrectly. They might be unaware of deductions and tax breaks that they are legally entitled to, or might simply make a mathematical error. No one wants to pay more in taxes than they have to, but underpaying can bring the IRS knocking on your door. AEON offers quality tax preparation and proactive tax planning strategies with the goal of reducing tax obligations for our clients.

 

AEON;s reliable and experienced accountants with proficiency in tax preparation. We keep  tabs on revisions to the tax laws, so our methods are always up to date and ensure you won’t be subject to any tax penalties. We’re also familiar with available tax credits and deductions that can save you hundreds or even thousands at the end of the year.

Tax Planning Services

AEON is committed to developing money-saving tax planning strategies for businesses and individuals. We take a proactive approach to tax planning that helping clients realize significant tax savings. We’re more than accountants; we’re skilled tax specialists with years of experience working with the U.S. tax code.

 

AEON understands that tax compliance is an ongoing project. Business decisions made during the year often have tax consequences. We have the foresight to help you consider the possible financial outcome before you make a move that could increase your tax burden. When you rely on AEON for tax advice, we’ll manage your tax obligations throughout the year to ensure there are no surprises at tax time and you never overpay.

Entity Selection and Restructuring

Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, AEON can advise you on choosing an entity type and later restructuring if advantageous. With our knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs.

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