Tax Planning & Compliance

Whether you’re filing taxes as an individual or as a business, no one wants to pay more than they have to. At SSF, we create holistic tax strategies tailored to meet the financial goals and individual circumstances of our clients. Our approach is aimed at maximizing wealth while eliminating the element of surprise. Whether you own a brewery, manage a venture capital fund, or you’re planning for your family’s future, we hand pick a team of tax experts fitting to you, your needs and your financial goals.

Why do I need a tax expert?

Tax circumstances and requirements vary from person to person and business to business. One client may be looking to expand their business while another may be looking to create an exit strategy — whatever your financial goals are, we are experts in developing personalized strategies to meet those goals and bring you peace of mind in the process. Relationships are at the core of our Firm, and our low turnover rate means that you will have the same familiar face by your side year after year.

Our Tax Services include:

Individual Tax Services

  • Tax Return Preparation
  • Accounting for Income Taxes
  • Tax Audit Representation
  • IRS Appeals
  • Estate Tax Planning
  • Retirement Planning
  • Residential Real Estate Transactions


Multi-state Tax Services

  • Multi-state Income/Franchise Tax
  • State Gross Receipt Tax
  • Multi-state Sales/Use Tax
  • City Gross Receipt Taxes
  • State Credits and Incentives
  • Employment Taxes
  • International Tax Services

Business Tax Services

  • Tax Return Preparation
  • Accounting for Income Taxes
  • Tax Audit Representation
  • IRS Appeals
  • Mergers and Acquisitions
  • Spin-offs and Divestitures
  • Commercial Real Estate Transactions
  • Tax Due Diligence
  • Employee Benefit Plan Filings
  • 1099 Preparation
  • Property Tax Preparation
  • Fringe Benefit Calculations


International Tax Planning and Compliance

  • Foreign Tax Credit Planning
  • Global Tax Minimization
  • Cross-Border Structuring

Learn more about our international reach.


Want to find out more about how our tax experts can serve you? Contact us to talk to an expert in your field. Call 925.271.8700 or email us at info@ssfllp.com.

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