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Tax Services

Taxes are a part of life. However, rather than just accepting that axiom, our goal is to provide our clients with ideas and alternatives that may defer or reduce taxes. We work to control and manage our clients' tax liabilities in an efficient and effective manner.

Our tax services cover the gamut of tax planning and tax preparation. We provide tax preparation services for individuals, businesses, trusts and estates. Whether you need assistance with the preparation of a current-year tax return or assistance in amending a prior-year return, we can help. To ensure our clients receive the best tax outcome, we offer assistance with tax planning, modeling the tax impacts of various scenarios and estimating future tax liabilities. In the event you become involved with a dispute with a local, state or federal taxing authority, we can provide representation and assistance in resolving such a dispute. From planning to preparation to representation, RAUPC offers you a complete, managed and holistic approach to the handling of your tax matters.

Our professionals have extensive backgrounds in taxation and strategic tax planning. We have in-depth experience in providing tax services to individuals, families and businesses.

We cover a range of tax services, such as:

  • Individual, trust, estate, gift, partnership and corporate planning and tax return preparation
  • Forecasting and projecting future tax liabilities
  • Compensation and benefit planning for executives
  • Charitable planning
  • Educational funding strategies
  • Hedging and gain deferral strategies
  • Foreign tax issues
  • Tax entity selection for business and estate planning purposes
  • Mergers and acquisitions
  • Business succession planning
  • Assistance with tax disputes and controversies at the local, state and federal level


Tax Planning

The goal of any type of planning is to help produce a predictable outcome. Engaging in any endeavor regarding your personal, financial or business matters without a plan can lead to an uncertain outcome. This can be especially true in terms of the tax implications associated with your personal, financial or business decisions. An area as complex and far reaching as your tax issues requires thought, perspective, knowledge, and above all, a plan for a predictable outcome.

Our tax planning services take into consideration your unique circumstances to chart a course through the complexities of the tax law to achieve your objectives. Whether planning for retirement, the exercise of stock options, the sale of a business or year-end planning, we can assist you in arranging your transactions to help produce an optimal tax result. Our federal, state and local tax planning services can meet your own individual needs, those of your business or those involving trust, estate and gift planning objectives.

Our tax planning services include:

  • Individual, corporate, partnership and trust tax planning
  • Projection of future tax liabilities across all taxable entities
  • Year-end tax planning
  • Charitable planning for income and estate tax purposes
  • Educational funding strategies
  • Stock option exercise and deferred compensation planning
  • Retirement planning
  • Estate, gift and generation-skipping transfer tax planning

Tax Preparation

Because taxes are a part of our everyday lives, the completion and filing of tax returns are also a part of our lives. There are thousands of tax forms published by federal, state and local branches of government which cut across the filing obligations of individuals, businesses, trusts and estates. Understanding the complex matrix of tax return preparation and filing obligations is one of the most complex regulatory aspects affecting nearly all individuals and businesses. Properly understanding one's tax filing obligations and preparing and filing required tax returns are essential to ensure that one's tax liabilities are properly controlled and managed in an effective manner.

Our tax preparation services address all facets of federal, state and local tax filing requirements. The wide range of professional experience within our firm means our clients can shoulder less of the burden of tax compliance and have peace of mind that our professionals will produce accurate results for each client's specific tax situation. Whether you need assistance with your individual tax preparation or assistance with the tax filing responsibilities of your business, non-profit organization or other tax reporting entity, we can help. Our tax preparation services can assist you with individual, corporate, partnership, non-profit, trust, estate, employment, gift, and state and local tax filing obligations. If you would like further information on how we can assist you with your tax preparation obligations, please contact our office.


Tax Representation

Even with proper planning and adherence to all the required tax filing obligations, a taxpayer may find themselves faced with the situation of being investigated or audited for tax-related matters. The process of investigation by a taxation authority can seem overwhelming, intrusive and unwarranted. Having the proper representation through the investigation process is crucial to ensure your rights or those of your business are protected and that the proper procedures are followed. In the event you or your business becomes involved in a dispute with a federal, state or local tax authority, we can provide representation and assistance in resolving such a dispute. Our professionals have experience representing taxpayers before the Internal Revenue Service, the Washington State Department of Revenue and other state and local tax authorities. If you need assistance in handling a tax dispute or any tax-related investigation, please contact our office for further information.


Business Entity Selection

The selection of a proper business entity to conduct your new or existing business operations requires a great deal of thought, objectivity and planning. Considerations regarding the taxation of the business entity and its owners, the minimization of liability, management structure, business succession strategies and other matters all play into the mix regarding what type of business entity would best serve the needs of the business and its owners. We provide our clients with a clear understanding of both the advantages and disadvantages involved in the selection of a particular business entity. The structuring of a particular business entity plays an important role in determining the taxability of the business entity itself and the after-tax cash flow of the business owners. Additionally, the selection of a particular business entity plays a significant role in regards to planning for the continuation of a closely held business across time. Any time a business entity structure is contemplated, you should take into account potential family wealth planning issues as they may affect your particular choice of business entity structure. Our holistic approach towards planning achieves the integration of your personal and financial objectives with those necessary in planning for the structure of a particular business entity.

If you would like to receive more information on our business entity selection services please contact our firm.