Tax Preparation & Planning

PBLM Tax professionals gather a great deal of knowledge about our clients, developing a comprehensive picture of their tax situation. We provide extensive, proactive, year-round tax planning allowing us to maximize efficiencies and minimize taxes for our clients.

We provide a wide range of tax services for individuals, businesses and fiduciaries, including but not limited to the following:

Year-end tax planning
Multi-year tax projections
Entity formation planning
Living trust formation and planning
Pension plan consulting
Evaluating the impact of tax law changes
Minimizing the impact of the alternative minimum tax
Tax strategies related to your investment planning and capital gains
Estate and gift tax planning
Allocation of assets to trusts in an estate context
Retirement planning and distributions from qualified plans and IRA’s

Family-owned or closely held business succession planning
Charitable giving planning
Education funding strategies
International tax issues
Tax aspects of marital dissolutions
Research and development tax credits
Tax credit planning
Selling and buying businesses
Selling and buying real estate
Analysis of tax attributes and carryovers
Amended returns for tax refunds of loss carrybacks

Tax Preparation & Planning

Contact

J. Wray Pearce

Charles W. Leesburg

Justin K. Berry

W. Glenn Bridges

Chase Campbell

W. Robert Cook

Hal 'Buzz' Coons III

Michael B. Hawkins

Stephen B. Jones

Joseph M. Lassiter

Carlos G. McDonald

Karen A. Moore

James T. Norris

Sarah B. Propper

Tony L. Raycraft

Jeffery S. Smith

Robin A. Waldrup

David T. Williams