JP Mohler

Tax Services

JPM believes that the value in our tax services is the work we do before we prepare your tax returns. Our goal is to interact with our clients throughout the year to help advise them on how to best minimize their overall tax burden so there are no surprises. A proactive approach helps save hard earned tax dollars and provides clients with a clear understanding of what they will owe when the taxes are due.

We offer a variety of tax planning and compliance services designed to help our clients:

Planning Services

  • Tax projections
  • Individual and corporate tax minimization strategies (federal, state and local)
  • Selection of business entity structure
  • Representation before federal, state and local tax authorities
  • Business succession planning
  • Tax research and analysis
  • Estate and gift planning
  • Integration with other professional (e.g. attorneys, bankers, financial planners)
  • Divorce tax planning
  • Tax considerations of investments
  • Cost classification and cost recovery

Compliance Services

  • Individuals
  • Partnerships
  • Corporations
  • Limited liability companies
  • Estates, gifts and trusts
  • Non-profits