Tax Planning, Consulting and Compliance

LevitZacks’ team of tax professionals offers a comprehensive range of tax planning, consulting and compliance services.  We have substantial experience in the areas of state, local and federal tax law, and have access to local resources in most major metropolitan areas throughout North America. Wherever your business interests take you, LevitZacks has the experience, knowledge and technology to provide the support you need.

Our tax team is trained in the most recent tax regulations and technological resources, and our CPAs are among the most respected in the complex area of tax law. Our services are tailored to your specific situation or industry and the particular issues that you face.  

  • Our services include:
    • Consulting closely held entities, individuals, estates, trusts and not-for-profits
    • State and local tax analysis, including nexus studies and apportionment
    • Shareholder-led international tax practice, including planning and compliance
    • Entity selection and structure
    • Business succession planning
    • Retirement planning
    • Pension and profit-sharing plan evaluation and selection
    • Tax controversy representation
    • Marital dissolution and related issues
    • Representation before tax authorities
    • Tax return preparation and compliance services
    • New tax law education and analysis