Cobb Ezekiel Loy & Company, P.A.

Tax Planning Services

Success doesn't happen by chance. When you are protecting your family's financial security, a poor decision can result in the dominoes falling against you.

Cobb Ezekiel Loy & Company, P.A. takes pride in maintaining a first-rate tax practice staffed by quality professionals. While we have extensive experience in preparing and organizing business and individual tax returns, where we can truly provide value is in the tax planning and consulting area.

We understand that effective tax planning is the cornerstone of financial success. The right strategy minimizes your personal and business tax consequences Ð and helps avoid future problems. We are constantly monitoring tax legislation, regulations, and court rulings. We evaluate each client's unique position in light of the changing situation to project future tax effects of your business and personal decisions.

By customizing a strategy that fits your particular needs, our tax planning professionals can assist in managing and conserving your wealth while minimizing tax. Our proven tax planning solutions are designed to help you accumulate, preserve and enjoy your property and assets.

Our taxation services include:

Preparation of all federal, state and local tax returns

Strategic tax planning to offer maximum tax savings and reduction of income taxes

IRS and state audit representation

Tax research, interpretation and analysis

Estate, gifting and trust tax planning

Assistance in business transactions of sale, acquisition, mergers, reorganizations and liquidations

Development and implementation of executive compensation programs

State and local taxes

Structure and planning of transactions to achieve your goals and avoid surprises of the tax effect

Our professionals stay abreast of all of the planning opportunities on the federal, state and local levels and utilize this information to continually reevaluate the tax situation of each client - providing proactive recommendations and suggestions to assist them year-round. This is also beneficial to new clients, who simply need a professional to take a fresh approach to their tax situation. In many instances in which we have been retained by clients, we have not only been able to significantly reduce their current and future tax liability, but have often been able to identify missed opportunities in prior years and secure refunds. Start building the momentum you need to succeed. Contact Susan C. Ezekiel, CPA.