SERVICES

Tax

Whether it is the purchase or sale of a business, receiving a distribution from your retirement plan, analyzing your estate plan, or any one of dozens of other significant events that occur in your life, we stand ready to help you negotiate complex tax rules and evaluate the potential outcomes.

Our tax compliance practice involves the preparation of all of the standard income tax returns, as well as gift and estate tax returns, sales tax returns, and payroll tax returns, among others. Unlike some very large firms, at Aldridge, Borden & Company all of our tax practitioners are involved in financial reporting. This enhances the quality of our compliance services because of the knowledge gained from a diversified practice.

Our professionals bring years of training and hands-on experience to bear on your tax problems. They recognize that saving taxes, while important, is not the only factor to consider. They will help you see the total picture, and assist you in reaching well-crafted decisions.

Our compliance and accounting services include:

  • Tax Compliance
    • Federal and State Income Tax Returns
    • Estate and Gift Tax Returns
    • Sales and Use Tax Returns
    • Privilege Tax Returns
    • Personal Property and Intangible Tax Returns
  • Personal Financial Planning
    • Individual Financial Plans
    • Retirement Planning
    • Business Succession Planning
    • Education Funding
    • Investment Planning
    • Risk Management
  • Estate and Gift Planning
    • Wealth Transfer
    • Minimization of Estate and Gift Taxes
    • Charitable Giving Strategies
    • Coordination with Other Financial Advisors

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