Tax Services

Tax Services

With tax laws and regulations changing frequently, it is important to maintain an ongoing dialogue your tax advisor. Dorfman Mizrach & Thaler, LLP has a staff of dedicated professionals with specialties in a broad range of planning and compliance issues. We are proud of our history handling complex tax matters and helping clients to realize favorable outcomes and to minimize tax liabilities.

Personal attention and direct communication characterize our service. Beyond annual tax preparation, we approach tax planning as an ongoing, adaptive process aimed at regularly reassessing your tax circumstances and identifying opportunities to eliminate, reduce, or defer your tax obligations.

Tax Services

Among the tax services that DMT offers are:

  • Income tax planning
  • Estate, trust and gift planning
  • Personal financial planning
  • Charitable foundations
  • Disposition of assets
  • Deferred compensations and retirement planning
  • Mergers and acquisitions
  • Liquidations, distributions and reorganizations
  • Flexible benefit plans
  • Tax credits

Our staff of dedicated professionals are adept at handling the following tax compliance issues:

  • Preparation of corporate, partnership, individual, trust, estate, and gift tax returns
  • International taxation
  • Sales and use taxes
  • Payroll taxes
  • Income tax examinations
  • Multi-state tax issues
  • Local taxes