Our financial experts offer clients a full range of taxation services. These services are available for individual, business, fiduciary, and information concerns.
The Aldridge Borden & Company staff are experienced and trained professionals. Our taxation experts are all Certified Public Accountants. Additionally, many team members have earned additional certifications such as: Certified Valuation Analyst (CVA), Personal Financial Specialist (PFS), and Accredited Estate Planner (AEP®).
Individual Tax Services
Figuring out your personal tax strategy can be a challenge. Aldridge Borden & Company will help file your yearly taxes and make sure you’re saving money where you can. Some of the topics our experts most commonly deal with include:
- Yearly tax returns
- Estate & gift taxes
- IRS exams
- Individual tax planning
- Retirement planning
- Tax-free exchanges
Our certified experts will develop an individual tax strategy for you and your family. We’ll be there every step of the way to make sure your finances are healthy.
Business Tax Services
Running a business takes a lot of time and energy. Aldridge Borden & Co will take some of that stress off your plate with our financial and taxation services.
Our specialists field a wide variety of questions related to business taxation and tax strategy. We work diligently to ensure that your business is financially healthy. Some of the common topics we provide counsel on include:
- Yearly tax returns
- Business tax planning
- Retirement plan returns
- Entity selection
- Transaction analysis
- Multi-state sales and use tax
- Payroll tax
We’ll help you keep your business running how it should.
Fiduciary Tax Services
Fiduciary tax policy can be a complex subject. Luckily, the financial experts at Aldridge Borden & Co are experienced. Some common questions we answer about fiduciary taxes are related to:
- Yearly tax returns
- Tax planning
- Wealth transfers
Whether you’re a fiduciary, have a fiduciary, or have questions about this process, we’ll look at your individual case and offer advice. We’ll craft a tax plan and get you on track towards financial success.
Other Tax Services
In addition to offering tax services for individuals, businesses, and fiduciaries, Aldridge Borden provides services for other types of organizations and/or tax questions. We offer our expert opinion and advice to serve your individual needs.
In addition to our other tax services, we offer advice and planning for not-for-profit tax return preparation and property tax returns.
For regulatory compliance, tax planning and more, Aldridge Borden gives you the peace of mind that comes from the latest knowledge, skilled application of that knowledge, and personalized, proactive service.
Contact Us About Your Taxes
For regulatory compliance, tax planning and more, Aldridge Borden & Company gives you the peace of mind that comes from the latest knowledge, skilled application of that knowledge, and personalized, proactive service.
