Tax: Business, Personal and Planning

We provide tax planning and preparation for businesses and individuals. Our planning software and experience allows us to design scenarios to determine optimal tax strategies. We are also experienced in representing clients throughout a tax audit process. When taking care of our customers’ tax needs, Isler CPA uses Ultratax and CS Accounting Professional Suite, ranked by Journal of Accountancy as the top tax software in the country.


Business Services

Our business tax services include:

State and Local Taxation

With the growing connectivity of interstate commerce, many businesses now face multi-state taxation issues and may not be aware of it. We can prepare and advise on state and local taxes with an eye for minimizing your overall tax obligation and liability. In order to assist our clients, we can prepare state nexus studies as well as proactively identify states in which the client may be at risk.

Mergers and Acquisitions

Our professionals have the expertise to advise businesses through the merger and acquisition process, both when combining businesses and when separating them into discreet entities.

Strategic Planning

We can help executive teams develop strategic plans to meet goals, focus resources and to strengthen operations in a competitive environment. We can also assist with financial report preparation, lease or purchase decision analysis and finding qualified staff.

Credits and Deductions

Isler CPA can identify federal, state and local tax credits and deductions that provide relief for businesses, including the research and developmental credit (R&D credit) and domestic production activities deduction (DPAD).

Personal Services

Our personal tax services include:

  • Preparation of annual federal and state tax return filings
  • Income tax planning and compliance
  • Preparation of quarterly estimates
  • Assistance with tax problems and back taxes
  • Tax planning for the Affordable Care Act
  • Determining tax advantages for multi-state residents

Planning

Our team can help you plan for important personal and business decisions. You can depend on Isler CPA for expert advice and tax strategies.

Our tax planning services include:

  • Long-term business and individual tax planning
  • Preparation of projections
  • Retirement planning
  • Flow-through entities

International Business Accounting

Businesses nowadays have a greater opportunity to sell merchandise overseas more than ever. Selling internationally brings along with it international taxation issues. Foreign sales need professional CPAs who understand international tax laws. Our team can help minimize taxes on international sales while maximizing your business profits.

 

Our personal tax services include:

  • Preparation of annual federal and state tax return filings
  • Income tax planning and compliance
  • Preparation of quarterly estimates
  • Assistance with tax problems and back taxes
  • Tax planning for the Affordable Care Act
  • Determining tax advantages for multi-state residents

 

Our team can help you plan for important personal and business decisions. You can depend on Isler CPA for expert advice and tax strategies.

Our tax planning services include:

  • Long-term business and individual tax planning
  • Preparation of projections
  • Retirement planning
  • Flow-through entities

International Business Accounting

Businesses nowadays have a greater opportunity to sell merchandise overseas more than ever.  Selling internationally brings along with it international taxation issues. Foreign sales need professional CPAs who understand international tax laws. Our team can help minimize taxes on international sales while maximizing your business profits.

 

Contact our tax team

Eric Bell, CPA, MST

Partner

Joseph Lewis, CPA, JD

Partner

Glenn Munro, CPA

Partner

Mary J. Fipps, CPA

Estate & Trust Director


What our clients say about us

“With trepidation of change, we sought counsel from Mark Guiley at Isler CPA when our CPA of many years retired. After just a brief meeting our anxiety was completely eliminated. Mark was quick to evaluate the operation of our business and our personal taxes and offer recommendations and answer questions. He reviewed past documents and offered suggestions that saved us thousands of dollars. We have been extremely pleased with the service and our choice with Isler CPA and Mark Guiley.”

- Diana and Michael H.
Owner, Eugene Skin Divers Supply