Tax Management Services

At SW Financial Group, Corp., we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow, and keep you on track to your financial goals. Our expertise, experience, analysis, and thorough research allow us to optimize financial opportunities that can be found in existing as well as recently altered tax laws. We are knowledgeable and up-to-date on the tax laws and can help you make sense of your receipts, bills and notices.

Every business decision you make has tax consequences. Our goal is to help you pay the lowest tax rates required by law, while meeting your overall financial objectives. Clients who consult with our tax advisers prior to making major financial decisions can expect a more favorable outcome. By working together proactively, we can help you determine the best tax strategies to achieve your business and personal financial goals.

Tax services for businesses

  • Tax return preparation
  • Income tax planning
  • State and local tax planning
  • Choice of entity selection
  • Merger, acquisition, and business succession planning
  • Deal structuring for favorable tax consequences
  • Tax controversy resolution
  • Tax-saving cost segregation studies
  • Export tax incentives
  • Foreign entity ownership structuring

Tax services for individuals

  • Income tax planning and tax return preparation
  • Estate and gift tax planning
  • Comprehensive personal financial planning
  • Special projects e.g., education funding, loan comparison analysis, lease versus buy analysis

State and local tax services

  • Income/franchise tax return reviews
  • Restructuring designed to minimize state tax liability
  • Controversy resolution
  • Advising on state credits and incentives
  • Consulting on the impact of current legislation
  • Sales and use tax “reverse audits”
Request your free consultation to see our processes in action, to decide if we are the right fit for you!

Send us an e-mail or call us today at 770-485-1447 to discuss your tax management needs with experienced Consultants.