Life, laws, work circumstances and our environment are always changing. So as changes evolve, you continuously strive to reach economic freedom. Payment of the appropriate amount of income taxes is just one dimension of a good wealth management program.

It’s a full-time job to keep track of tax changes and the interpretation of these changes. We’ll create opportunities that utilize every legal channel available to keep your money working for you as profitably as possible. When new tax bills and laws come out, we’ll be one step ahead of the game, interpreting the significance of such legislation and planning your most successful course of navigation.

Kennedy and Coe tax specialists strive to help you maximize your income in the areas of estate taxes, income taxes, business entity formations, business taxes, international trade agreements, local tax issues and much more. We can provide services including: 

• Review of Limited Partnership Agreements
• Review of Trust Agreements
• Consulting on Individual Tax Matters
• Consulting on Partnership Tax Matters
• Consulting on Corporate Tax Matters
• Consultation and Advice on Audit Practices and Procedures
• Drafting Protest Letters for Clients under Audit
• Supporting and Advising Clients through the Audit Process
• Tax Law Education

For more information, call 800-303-3241 or e-mail dlarson@kcoe.com.