When it comes to taxes, many individuals and businesses take a reactive approach, looking backward to address their tax bill just before the deadline arrives. At Signal Tree, we take a different approach: we focus on the road ahead.
Through our integrated Tax Services team, we provide guidance that is proactive, forward-looking, and aligned with your broader financial picture. By anticipating what is ahead, we can help you reduce your tax burden, plan for upcoming obligations, and stay informed about tax law changes that may impact you.
Our Tax Services
Services for Individuals and Families
- Tax planning and preparation of individual returns
- Expertise in state and local tax issues
- Multi-year tax projections and scenario analysis
- Strategic planning around life events, equity compensation, retirement, and estate considerations
- Charitable giving strategies designed to maximize impact
- Preparation of gift tax returns
- Tax planning and preparation of estate and trust returns
Services for Entrepreneurs and Business Owners
- Entity selection and structuring
- Tax planning and preparation for the business and owner
- S-Corporation, Partnership, and LLC specialization
- Accounting and bookkeeping
- Financial statement preparation
- Cash flow forecasting and projections
- Compensation planning for owners and key employees
- Planning and analysis for mergers and acquisitions
