Tax Consulting

Envision greater
peace of mind.

When it comes to your personal taxes, it’s understandable if you prescribe to the notion that less is more. As a Sanderson client, you have access to a wide range of tax services that help you minimize your financial burden and time commitment in order to fulfil your tax obligations.

Comprehensive capabilities.

As an extension of our relationship, Sanderson is prepared to handle all of your tax needs. Our experienced tax advisors are not only adept at the complex, ever-changing tax laws, but how they specifically impact high-net-worth individuals and families.

OUR TAX SERVICES INCLUDE

PERSONAL INCOME TAX COMPLIANCE

SMALL- TO MEDIUM-SIZED BUSINESS TAX COMPLIANCE (S CORPORATIONS & PARTNERSHIPS)

NON-PROFIT TAX COMPLIANCE

OTHER TAX REPORTING (I.E., 1099, SALES AND USE TAX, HOUSEHOLD EMPLOYEES)

ESTATE & GIFT TAX COMPLIANCE & PLANNING

BOOKKEEPING AND TRUST ACCOUNTING

YEAR-END AND SPECIAL EVENT TAX PROJECTIONS AND CASH FLOW PLANNING

Integrated, sophisticated approach.

At Sanderson, we’re firm believers in taking a tax-integrated approach to wealth management. Our tax and investment teams are in constant collaboration to ensure all decisions related to your wealth are made with tax compliance and avoidance in mind. By understanding your complete financial picture—including cash flow and portfolio performance— we can make sophisticated tax-efficient recommendations as the opportunities arise throughout your lifetime, ranging from tax bracket management to Roth conversions.

Convenience and peace of mind.

Our seamless process also reduces the time, attention, and effort you spend on your taxes. Simply provide your Sanderson advisor with necessary information and we handle all preparation and filings—keeping you informed along the way. For additional convenience, we also securely store all your documents for future needs.

Please note that all tax and tax-related services are performed by Sanderson Wealth Management CPAs, LLC.

Latest insights.

2019 Tax Season Update for Individuals and Business Owners

The Tax Cuts and Jobs Act made significant changes to personal income, corporate, and estate tax laws that went into effect in 2018. Tim Domino explains the major changes, provides examples of the winners and losers, and explores the reshaped tax planning landscape moving forward.

read more

Put our experience to work for your wealth.

Schedule a consultation to learn more about our tax consulting services.

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