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Tax Services

At Whitlock & Company, we strive to meet each individual’s specific needs in planning for the future and achieving their goals in an ever-changing financial regulatory environment.  We assist our clients with a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities.  Our expertise and experience allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. With nearly 70,000 pages in the U.S. tax code, tax laws and regulation are always changing and are becoming more complex. That is why you need a team of professionals to help you navigate the complexities of tax law and reduce your tax exposure.

Individual Tax Services

  • Individual 1040 tax preparation
  • Tax planning
  • IRS representation
  • Social security tax planning
  • Quarterly estimate calculations

Business Tax Services

  • Corporate, partnership and LLC tax preparation
  • Audit representation before tax authorities
  • Business entity selection
  • Advice on structuring mergers and acquisitions to maximize value
  • Business succession planning
  • Capital acquisition planning
  • Multi-state tax planning and compliance
  • Preparation of tax provisions and advice on financial statement reporting
  • Sales and use tax planning and compliance
  • Business and owner tax return preparation
  • Personal Property tax returns
  • Non-profit tax services