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Home > Financial Services > Accountants > Marshall & Company
Marshall & Company
They believe in the value of relationships. They view every client relationship like a partnership, and truly believe that their success is a result of your success. They are committed to providing close, personal attention to their clients. They take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. Their continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of their commitment to excellence.
Their firm offers a wide range of services to their individual and business clients. Because their firm is relatively small, their clients benefit by getting personalized, and quality service that is beyond comparison.
They prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, they are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. They provide their individual and business clients with the taxation expertise and knowledge that they deserve throughout the year.
Tax services offered include but are not limited to Tax planning & return preparation, Individuals, Corporations, Partnerships, LLCs/LLPs, Estates, trusts & gift Not-for-profit organizations, Taxing authority representation, Divorce and support issues, Tax effects of buying/selling a business.
During their years of experience dealing with many taxing authorities, they have achieved a level of competence that can ensure their clients they are being properly represented before the various federal and state tax agencies.
Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. They can guide you through the complex process of getting your financial affairs in order.
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