Tax Planning & Compliance

Tax rules become more complex every year

Avizo Group’s tax division includes Certified Public Accountants (CPA) at each of our four locations who are experienced and ready to assist you with your tax needs.

The professionals at Avizo Group are your trusted team for tax services in a world where every business decision you make has an impact on your tax situation.

Tax Planning

Avizo Group provides tax planning services that are designed to help you reach your long-term goals.  For business owners, every decision you make can have an impact on your tax situation.  Whether you want to expand to a new location, drop a product line, or just make a large equipment purchase, you need to know how your choice affects your future and your bottom line.  That’s why Avizo Group works with you throughout the year to help you make decisions, reach your goals, and make more money.

  • Tax Credits & Incentives
  • Entity Selection
  • Estate & Gift Planning
  • Major Life Event Planning
  • Business Tax Services
  • Individual Tax Services

Because tax laws change regularly, it’s important to ensure you’re taking advantage of available credit & incentives.  The best way we can do that is to schedule meetings through the year to learn about changes in your tax situation.  Additionally, our Client Accounting Services can provide solutions to keep your information up-to-date so we can find more areas to apply credits and incentives.

When you decide to start a business, you have to decide what form of business entity to establish. This determines which income tax return form you have to file. The most common forms of business are the sole proprietorship, partnership, corporation, and S corporation. A Limited Liability Company (LLC) is a business structure allowed by state statute.

Ensuring you preserve a lasting financial legacy for those who you care the most (charities, family, friends, etc.) requires proactive tax planning and thoughtful selections of gifts, estates, and trusts, all while minimizing your tax liabilities. Avizo Group can review your current plan and provide assistance in valuing your estate, helping you set estate planning goals, and facilitate long-term family planning to preserve your wealth for many generations.

As life happens, many things change your tax situation.  Some of these include getting married or divorced, having children, wanting to help pay for their college, or even gaining an unexpected inheritance. Our advisors have the experience and expertise to guide you through these changes

If you meet with your accountant once a year while dropping off a pile of papers you’ve collected, you’re going to miss out on savings.  Business tax services should go beyond the once-a-year filing and writing a check to the IRS. Tax planning for your business should include plans for strategic growth, investment options, valuation services, and technology integration – in addition to planning for ways to apply the tax laws to save your money.

With year-long planning and strategy services, it’s possible to reduce your tax burden and protect the wealth you’ve worked to build.  Using a combination of wealth management services and tax expertise. We can help you develop, implement, and execute a comprehensive personalized tax plan to help you meet your financial goals.

Tax Compliance

Our team includes Certified Public Accountants (CPA) and experienced professionals who provide tax compliance services alongside tax planning.  Avizo Group offers comprehensive tax filling services at the international, federal, state, and local levels.  

For individual returns, we use a secure portal called TaxCaddy.  Clients can view a list of documents we need, upload documents by simply snapping a photo, send questions, and even sign your return. Click here to sign up for TaxCaddy.

Tax Compliance

For individuals, businesses, estates and trusts seeking tax return filing, we have seasoned professionals who help you gain awareness of your tax position.  To make filing easier than ever, we use a client portal called TaxCaddy where you will upload your documents, review your return and sign for the filing.  Click here to learn more about TaxCaddy.

State and Local Tax

One of the more complex tax pieces for any business is filing State and Local Tax (SALT). These laws change regularly in ways that can impact your business.  This includes proving guidance on sales and use transactions, making sure you’re taking advantage of local tax credits, and preparing state and local income franchise returns.

International Taxation

We provide services for both individuals and business who need international tax filing and consulting services.

Our Tax Team

Allen Cave
Allen Cave
Tammy Busby
Tammy Busby
Marian Pekelder
Marian Pekelder
Karen McKinney
Karen McKinney
Josh Jensen
Josh Jensen
Chris VanArsdale
Chris VanArsdale
Kirsten Robertson
Kirsten Robertson
Tiffany Dudley
Tiffany Dudley
Chrissy Darby
Chrissy Darby
Amber Beavers
Amber Beavers
Grant Cureton
Grant Cureton

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Work With Us

We have four office locations to best serve you and your business. Feel free to stop by, call, or send an email to learn more about our services.

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