Strategic Tax Planning & Compliance

Minimize tax exposure. Maximize your peace of mind.

Taxes impact everything. Whether you’re acquiring real estate, selling a business, transferring assets to the next generation, or just trying to make payroll next week, the tax implications can make or break your decision. For business owners and individuals alike, navigating the ever-changing tax landscape without expert guidance isn’t just risky—it’s expensive.

At Faw Casson, we help you see the full picture before you make a move. Our tax planning and compliance services are designed to give you a competitive edge by keeping you ahead of potential issues—not reacting after the fact.

Tax Planning Services That Go Beyond the Return

We're not just here for tax season. Our tax advisors provide year-round planning and consulting for corporations, partnerships, trusts, and individuals. From start-ups to multi-generational family businesses, we help you structure transactions and strategies with one goal in mind: tax efficiency.

Our services include:

Business Tax Planning – Entity structuring, transaction strategy, and operational tax efficiency for corporations, partnerships, and sole proprietors

Family Business Planning – Smooth transitions, succession planning, and wealth preservation across generations

Multi-State & Local Tax Consulting – Managing compliance and minimizing exposure across jurisdictions

Merger & Acquisition Tax Strategy – Tax-efficient structuring before, during, and after a deal

Real Estate Tax Planning – 1031 exchanges, cost segregation, and timing strategies to reduce capital gains

Retirement & Estate Planning – Ensuring tax-smart transitions of wealth

Gift & Estate Tax Return Preparation – Meticulous reporting and planning to minimize tax consequences

IRS Representation & Audit Defense – Skilled guidance and advocacy before federal and state tax authorities

We Turn Complexity Into Opportunity

Our tax professionals combine deep technical expertise, ongoing education, and practical creativity to help clients succeed in today’s fast-evolving regulatory climate. We know the rules—and when to ask smarter questions.

Planning Is Not Optional—It’s Essential

Most tax problems stem from a lack of planning. Let us help you proactively shape your financial decisions with tax strategy at the core. The result? Less stress, more clarity, and better outcomes.

Reach out today to schedule a tax planning consultation that fits your business and personal goals.

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