Tax Planning and Compliance Services in St. Louis

Year-Round Tax Planning

For us, tax planning isn’t a once-a-year conversation. It’s woven into all of our tax compliance work. As a business grows, so do the opportunities to plan, and so does the cost of missing them. Our CPAs work closely with you to develop and carry out proactive strategies that minimize tax liabilities while keeping you in compliance with federal, state, and local regulations.

Our tax planning services include:

• Analyzing your personal and business tax situation
• Identifying tax-saving opportunities
• Guidance on tax-efficient business structures
• Planning for future tax implications and obligations

Your entity structure is one of the biggest levers you have, and the structure that made sense at formation may not fit a business that has grown several times over. If you’ve ever wondered whether you’re overpaying, start with LLC vs. S Corp: How to Stop Overpaying on Taxes, or check the five moments that should trigger an entity structure review.

Business Tax Returns

Business taxes get complicated fast as you add owners, entities, and states. You can expect the expertise and attention to detail of your cHb team on every return we prepare, including returns for:

• Sole proprietorships
• Partnerships
• S-corporations
• C-corporations
• Non-Profits

We work with you to stay compliant with federal, state, and local tax rules while identifying deductions and credits that lower your tax bill. Whether your company files on a fiscal year or a calendar year, we’ll keep you on schedule. And when our team also handles your monthly accounting, your books are ready at year-end, so your return comes together faster and with fewer surprises.

Private Client Tax Services

Owners of growing companies and other high-net-worth individuals need more than a standard return. Complex portfolios call for customized tax preparation to ensure accurate reporting and full compliance. Our private client tax services include:

• Reviewing income sources, investments, and deductions
• Navigating multi-jurisdictional tax regulations
• Addressing estate, trust, and gift tax requirements

We serve both domestic and foreign clients, and because so many of our private clients also own businesses, we coordinate your personal and business tax planning so the two work together.

Fiduciary Tax Returns

Trusts and estates come with their own tax rules and fiduciary responsibilities. We prepare timely, accurate fiduciary tax returns for trusts and estates, along with gift tax returns, so obligations are met while assets are preserved and distributed in line with legal requirements.

Across all of our private client work, our goal is the same: personalized solutions that improve tax efficiency, minimize tax liabilities, and use advanced planning strategies that fit your financial needs.