Tax Services

For many people, visiting a CPA ranks second to visiting the dentist on the list of "things I dread." If you're in this camp, Cole Gavlas might surprise you. When you come to us for tax assistance, we won't berate you for not having all the answers—or forgetting to floss. We enjoy asking questions that help us arrive together at the answers—and we think you'll enjoy it too.

Our CPA and tax services fall into two general categories: tax planning and tax preparation. Tax planning is what we do proactively to help you make tax-saving decisions. Setting up a SEP (Simplified Employee Pension), incorporating your business, and buying a home are examples of some of the options we might discuss when we meet to plan your taxes.

Tax preparation services are all about helping you comply with tax laws. Gathering and organizing your financial information, completing tax return forms, and setting up estimated tax payments are examples of tax preparation.

The bottom line is, it's our job as your CPA firm to get the facts—but pay attention to nuances. At every step of the way, we take the time to explain our terms and address any questions you may have. We want to save you money, not cause you pain.

And if we ask you to wear a bib—well, it's probably just because we want to share some barbeque ribs with you.

Tax services include:

• Business Succession Planning
• Estate and Gift Tax Planning
• Pension and Benefits Planning
• Business Accounting Services
• Multi-State Taxation
• Payroll and Payroll Tax Reports
• Tax Return Preparation
• Tax Planning and Research
• Federal and State Tax Audit Representation