Tax Planning and Management

Providing Strategic Tax Solutions

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Tax Planning

Trying to understand continually changing tax laws while maximizing tax savings can be challenging. When filing taxes, you want to make sure that every possible deduction, incentive and tax credit is utilized. Our tax advisors work closely with you to create a tax strategy that takes advantage of new and existing laws, allowing you or your company to reduce the overall tax burden now and in the future.

Business Tax

Business owners know that every financial move they make today will inevitably have tax consequences tomorrow. Our tax professionals consider all possible tax strategies to create a strategic plan that will benefit your business.

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Individual Tax

Tax law is a complicated maze with ever-changing rules. At Yeo & Yeo, we believe that every change presents a new opportunity to minimize taxes today and plan for tomorrow.

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State & Local Tax

When transactions occur across state lines, numerous income, franchise or sales and use tax issues can arise. We help you navigate cross-state tax regulations and plan for possible business implications.

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International Tax

Through our membership with BDO Alliance USA, we can tap into the resources of independent accounting firms in countries around the world to provide you with a strategic plan that works with your global strategy.

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Estate, Trusts & Gifts

Our tax professionals will help you consider tax implications, wealth transfer options and family concerns to create a plan that will provide for your lifetime needs, as well as those of your descendants and dependents.

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Cost Segregation Studies

Cost segregation studies help business owners find opportunities to reduce taxes, accelerate their cash flows and free up money to reinvest in their businesses.

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David Jewell

David Jewell

CPA

CPAs & Advisors

Yeo & Yeo has been instrumental in helping our team to build a successful company, not only in tax planning and accounting, but business development as well.  The insights and ideas provided by our accountant and the Yeo & Yeo team have played a key role in shaping the direction of the company both now and for years to come.

Marcus President

Manufacturing