Tax Planning & Compliance

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Tax: Business & Personal

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.

Contact Our Tax Team
Business Services

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

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.

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 Tax Team

Eric Bell, CPA, MST

Eric Bell, CPA, MST

Managing Partner

Joseph Lewis, CPA, JD

Joseph Lewis, CPA, JD

Partner

Mark Guiley, CPA

Mark Guiley, CPA

Tax Senior Manager

Bianca Brouillard

Bianca Brouillard

Tax Manager

Cami Lahti, EA

Cami Lahti, EA

Tax Manager

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