Tax and Consulting Services

Tax Preparation and Planning Services

Every business and individual wants to reduce taxes, but to do it correctly isn’t always so simple.  In addition to standard and complex return preparation services, Mikunda, Cottrell & Co. offers a number of approaches for optimizing your company’s tax position.  Every owner or manager of a business has plans for the future.  We can help you find ways to fine tune operations with an eye toward gaining appropriate tax deductions and increased profits.  We can help optimize your tax position because tax time is all the time.

Trust and Estate Planning

Take advantage of the experience of our professionals who can help you prepare annual fiduciary federal and state income tax returns and analyze your tax compliance.  Our goal is to help you plan the orderly transfer of wealth at the lowest possible tax and administrative cost to you and your heirs.  Appropriate planning not only helps protect your assets, it helps ensure your loved ones won’t endure the administrative headaches and conflicts that can arise at a difficult time in their lives.

Divorce and Separation Planning Services

Divorce can have long-lasting economic consequences if the tax aspects are not considered.  Issues involving tax basis of assets, division of pension plans and child tax credits must all be considered.  Proper tax planning can minimize the government’s stake in a dissolution and avoid unforeseen tax consequences.

Personal Financial Planning

A personal financial plan is much like having your own unique roadmap to your financial future.  Our certified financial planning professionals will help you develop an overall strategy for your personal financial future, including retirement and estate planning, college planning, contingency planning, cash flow and budgeting analysis, and income tax planning.