Our tax services involve much more than compliance accounting for what has already happened. The real money is made for our clients by planning ahead. Kelley Sammons Toole & Ellison prides itself in the abstract “scheming and dreaming” part of our tax practice. Regular, two-way communication is crucial in opening the door to devising the best possible protection against over-paying your taxes – while fully complying with the law.
For added assurance, we offer a comprehensive review of your tax situation with a multi-Partner group to leverage our team’s experience. Here are some of the areas we review:
Business and Individual tax return preparation
Estate and gift tax planning and compliance
Representation before Internal Revenue Service
Interpretation of tax laws for client benefit
The Art of Effective Tax Research
No single advisor can memorize every tax regulation and statute available to be interpreted in your financial favor. We excel in the art of grinding, old school research to find the best solution for your tax compliance and planning needs – no stopping until all the options are uncovered and explained to you.
“… 'For purposes of paragraph 3, an organization described in paragraph 2 shall be deemed to include an organization described in section 501C-4, 5, or 6, which would be described in paragraph 2 if it were an organization described in section 501C-3.' And that's just one sentence out of those fifty-seven feet of books[of the IRS code].”
— Ronald Reagan
Intimidating, isn’t it? Navigating the Code is a daunting task – but achievable with the education, experience, skills, creativity, and perseverance Kelley Sammons Toole & Ellison brings to the table.
“The Declaration of Independence, the words that launched our nation – 1,300 words. The Bible, the word of God – 773,000 words. The Tax Code, the words of politicians – 7,000,000 words – and growing!”
— Steve Forbes
“…there is nothing sinister in so arranging affairs as to keep taxes as low as possible. Everyone does it, rich and poor alike and all do right, for nobody owes any public duty to pay more than the law demands.”
— Judge Learned Hand
Fee Structure for Tax Services
We charge a standard hourly billing rate for our services – there is no link between the tax savings we earn for you and our fee. We do not charge for conversations that open communication lines and allow us to minimize your tax burden.