Tax Compliance

Income and other taxes are among the greatest financial burdens faced by individuals and businesses. Tax savings and peace of mind are available through careful planning and knowing how to satisfy the Internal Revenue Service and other taxing authorities.

At Stosch, Dacey & George, our services include tax compliance through tax return preparation, planning to minimize taxes on current income and future retirement and estate assets and representation upon audit or other inquiry by the Internal Revenue Service or other authorities. The Tax Compliance and Consulting Division of Stosch, Dacey & George is directed by David A. Stosch and Richard L. George.

Our Tax Compliance and Consulting Services include:

  • Tax return preparation
  • Transaction analysis and tax planning
  • Representation before the IRS, State Department of Taxation and others
  • Valuation of closely-held business interests and limited partnerships for gift and estate tax purposes
  • Buy-sell agreements and succession plans