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Tax Planning & Preparation

Strategic Tax Solutions for Every Need

Taxes don’t have to be overwhelming. At Byrd, Smalley & Adams, P.C., we combine decades of expertise with a personalized approach to simplify tax planning and compliance for individuals, businesses, and organizations. From proactive strategies to ensure compliance to tailored plans for maximizing opportunities, we are here to guide you every step of the way.

Comprehensive Tax Services

Individual Tax Planning & Compliance
  • Preparation of federal, state, and local income tax returns.
  • Tax strategies for personal investments and asset purchases or sales.
Business Tax Planning & Compliance
  • Preparation of federal, state, and local income tax returns
  • Guidance on business expansion, asset sales, and workforce decisions.
Estate and Trust Tax Planning & Compliance
  • Preparation of federal, state, and local income tax returns.
  • Expert guidance on complex estate and trust tax laws.
Nonprofit Tax Planning & Compliance
  • Preparation of tax returns, including support with unrelated business income tax (UBTI).
  • Policies, procedures, and tax guidance for nonprofits.
Entity Selection Guidance
  • Assess and select the best business structure: corporation, LLC, partnership, or sole proprietorship.
  • Understand the tax implications of each business structure to optimize tax efficiency and compliance.

Why Choose Byrd, Smalley & Adams, P.C. for Tax Services?

Decades of Expertise

Over 30 years of guiding businesses and individuals through tax complexities.

Proactive Solutions

Tailored strategies to minimize liabilities and maximize compliance.

Collaborative Approach

We work closely with you to meet your unique needs and goals.

The Value of Proactive Tax Planning

Accurate and proactive tax planning is more than compliance—it’s about empowering your financial future.

KEY BENEFITS:

  • Maximize deductions and credits while minimizing liabilities.
  • Avoid unexpected tax issues with strategic planning.
  • Confidently navigate complex tax regulations.

Do You Need Tax Planning Services?

Tax planning is more than filing forms—it’s about creating a clear path to financial success. You may benefit from tax planning and preparation if you:
  • Face complex personal or business tax situations.
  • Plan to purchase, sell, or expand your business.
  • Need guidance on entity selection or mergers and acquisitions.
  • Operate a nonprofit organization.
  • Require assistance with estate and trust planning.

Ready to Simplify Your Tax Process?

Contact Byrd, Smalley & Adams, P.C. Today