Tax Services

Tax compliance is a complex and dynamic process that imparts challenges throughout the year to individuals and businesses. The tax professionals at Davidson, Doyle & Hilton offer a proactive approach to tax planning and preparation, providing you with guidance throughout the year to eliminate uncertainty and fulfill all your legal requirements. Our experts keep close watch on new and potential developments in tax law for the benefit of clients nationwide. Our services can help you file individual, corporate, and multi-state tax returns. We can also assist you with planning for the future, reducing your exposure to risk while keeping current with all tax obligations.

Tax Planning

Worried about how tax code changes will affect your bottom line? Our proactive planning services help you prepare for the upcoming tax season and anticipate future changes in state and federal tax codes.

In our offices, tax planning is a year-round, not a year-end activity. Our tax planning professionals follow your financial history closely to determine how tax code changes can affect your bottom line. Our experts use an integrated process that takes several variables into consideration including current tax laws, your entire financial portfolio, and future goals. Proper estimations of your tax liability can minimize uncertainly regardless of the political and economic climate. Our tax professionals can help anticipate tax expenditures and supply you with a variety of options to ensure future success.
 

Tax Planning

We offer a variety of services to meet the needs of individuals, estates, and corporations nationwide: 

Individual tax planning There are several sources of information available for individuals and families to prepare for tax season. Many provide sound advice, but are they really suited to the needs of your household? Our experienced professionals do not believe in a one-size-fits-all approach to individual tax planning. Family additions, education, medical expenses, real estate, and retirement are just a few of the many variables under consideration. With so much uncertainly in today’s economy, the welfare of your loved ones should not be left up to chance. We are dedicated to giving your family the individual attention and security it deserves.  
 

Corporate Tax Planning

Tax management for the business owner requires a delicate balancing act of savings and investment. Our corporate tax advisors can help you determine the optimal level of expansion and growth relative to the cost of all your compliance requirements. After all, tax expenditures are only one of a growing number of regulatory expenses you incur throughout the year. Our business is dedicated to providing you with a clear and realistic plan to fulfill your obligations and keep you in firm control of your destiny. Whether you are a start-up business, or need to coordinate tax planning across a number of states, we have skilled teams who can create a custom plan of action.  
 

Estate Tax Planning

No subset of the tax code has been more uncertain in recent years than federal estate tax regulations. To this day the burden of estate taxes continues to shift hands, leaving individuals and families uncertain of which generation will carry responsibility for their tax obligations. Our professionals keep close watch on estate tax legislation in order to ensure your wealth will carry on in future generations. Let us keep you informed and up-to-date on your estate tax issues while you enjoy the business of life.

Tax Preparation

Take the stress out of tax time, no matter where you are located. Our tax preparation services are available to clients nationwide for timely, convenient, and affordable filing.

Tax preparation is a time consuming and increasingly complex process that requires individual attention in order to assure full compliance, minimal surprises, and maximum savings. Our tax team is comprised of professionals who provide timely and thorough service, analyzing your household or business from every angle to leave no stone unturned. We specialize in tracking the financial progress of clients year-round in order to save time and pass additional cost savings on to you. In fact, we prepare annual returns at no fee for many of our loyal customers. Avoid the headaches of endless paperwork and tax filing software. Instead, save money and rest easy, knowing your compliance requirements are in trusted hands. 

Tax preparation services are available in the following areas:

• Personal Tax Preparation

• Preparation of annual state and federal tax returns

• Preparation of quarterly estimated tax and projections

• Interactions with federal and state tax authorities

• Estate/Trust tax preparation

• Businesses

• Partnerships

• Corporations (C corporations and S corporations)

Tax Consulting

Considering a new capital purchase? Worried how your new pay increase will impact your individual return? You face decisions nearly every day that can affect your future tax liability. Our tax consultants can help you work with the tax code to maximize savings and assure full compliance.

Tax regulations constantly change, but your financial goals don’t have to. Davidson, Doyle & Hilton offers the advice you need to continue on a path toward success. Our experienced professionals can alert you to challenges and present lesser-known opportunities to grow your business and personal wealth. Our strategy is to work with the tax code, not against it, to maximize savings and give you peace of mind.  
 

Personal Tax Consulting 

• Personal tax return review

• Pension fund review

• Alternative minimum tax (AMT) evaluation

• Tax credits and incentives for individuals

• Personal tax estimates and projections
  

BusinessTax Consulting 

• Corporate tax return review

• Mergers and acquisitions

• Inventory and accounting methods

• Alternative minimum tax (AMT) evaluation

• Tax credits and incentives for businesses

• Succession planning

• Manufacturing deductions

• Leasehold improvements

• Cost segregation studies
  

Estate Tax Consulting 

• Estate/trust tax return and document review

• Estate/trust tax estimates and projections

• Tax credits and incentives for estate/gift taxes

• Gifting strategies

• Alternative minimum tax (AMT) evaluation

• Fair market valuations