Tax Preparation Services for Individuals, Businesses and Not-for-Profit

At Livingston & Haynes, we pay attention to your taxes all year – not just when your filing deadline looms. Our proactive, strategic approach to tax planning, tax preparation and tax filing ensures that our clients get the insights, guidance and service they need to make the decisions that will minimize risk, maximize savings, maintain compliance and manage growth and change in their personal or business finances.

We partner with individuals and families, private business entities, entrepreneurial and emerging growth firms, estates and trusts, and not-for-profit organizations to deliver the most complete range of tax services and the most attentive client services – all year long.

Our tax preparation services include:

  • Business formation, choice of entity, capital structure, accounting methods and year ends
  • Representation of clients before the Internal Revenue Service and state taxing authorities
  • Evaluation of tax implications of divorce or separation
  • Assistance with obtaining tax-exempt status for not-for-profit entities
  • Evaluation of “unrelated business” activities of tax exempt entities
  • Investments and capital gain transactions
  • Calculation of the alternative minimum tax
  • Planning for retirement
  • Pension benefits
  • Sole proprietorships
  • Multi-state tax return preparation
  • Analysis of new tax laws and regulatory impact
  • Tax advice regarding purchase and sale of a business
  • Mergers and acquisitions
  • Payroll tax compliance through our affiliate EBPI
  • Net operating loss preservation and change in ownership planning
  • Business acquisitions and dispositions consulting
  • Tax modelling and projecting
  • Executive stock option tax planning
  • 1031 exchanges
  • Individual tax planning
  • Estate and gift tax planning
  • Succession planning
  • Family office services
  • Exempt organizations and the new Form 990
  • Trust taxation
  • Equity compensation planning (restricted stock, stock options, phantom stock, etc.)

Call 781.237.3339 or email us today to learn more about how a comprehensive set of tax preparation services can serve your unique needs.