Tax Compliance & Planning
cHb Advisors, LLC delivers a full range of tax services. Taxation is an increasingly complex area. We begin by working with you to understand your unique circumstances and interests. Our goal is to develop and execute strategies designed to target your financial and tax objectives. Consistent communication with you allows us to monitor and address any changes needed to achieve success.
Our approach is forward-looking, proactive, and hands-on. Our expertise means that tax planning solutions are insightful, designed to minimize your tax liability while remaining compliant with ever-changing regulations. The team at cHb Advisors, LLC is knowledgeable and up-to-date, ensuring we identify potential tax-saving opportunities as they arise.
The professionals at cHb Advisors, LLC are ready to help you with following services:
Tax Consulting and Preparation
The professionals at cHb Advisors, LLC can help no matter where you are located. We currently help clients with tax filings throughout the United States. Our key areas of tax consulting and filings follow:
- Individual Income Tax
- Federal, State and Local Income Tax, including Multi-state Matters
- Gift, Estate and Trust Tax
- Closely Held Business Tax
- C Corporation
- S Corporation
- Not-For-Profit Income Tax
- Fiduciary Tax Preparation
- Retirement Planning
- Estate planning
- Sales and Use Tax
- Personal Property Tax, Business Entity Setup, Mergers & Acquisitions, and Family/ownership Transitions
- Representation Before IRS and State Tax Authorities
Why cHbAdvisors, LLC?
We employ a firm concept of “Continually Planning Ahead”. The experienced tax professionals at cHb Advisors, LLC know that your needs are unique. We consider the long-term and the short-term in guiding you along the path that targets achieving your personal and professional financial objectives.