Tax Planning & Compliance

Don't just file - develop a tax strategy

Tax Planning

Avizo Group provides tax planning services 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 Services

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. 

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
Chrissy Darby
Chrissy Darby
Grant Cureton
Grant Cureton

Work With Us

Avizo Group’s tax division includes Certified Public Accountants (CPA) at each of our locations who are experienced and ready to assist you with your tax needs. By combining compliance and planning, you get more than just filing your return.  You get advice and guidance on taking advantage of your unique circumstances.

Awards & Affiliations

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