Being smart about tax means being in charge of your personal and business tax position. This is exactly what the tax team at Jonathan Associates CPA Inc. is equipped to do. By giving a comprehensive compliance service, we can ensure we meet all deadlines while also identifying and executing tax-planning opportunities that you could have missed otherwise.

We work personally with our clients to know their unique needs and adjust our strategies accordingly. Our team takes a proactive, hands-on approach. As with all our services, our personal tax planning is meant to suit your business' needs. With experience, we can say that this bespoke method is the best way to save you money.

Our comprehensive range of services includes:

  • Tax compliance
  • Tax planning for owner-manager remuneration
  • Family tax minimization
  • Retirement planning
  • Asset protection
  • Personal Financial Planning
  • Retirement Planning
  • Estate Planning

Tax planning and preparation services

The goal of our tax planning and preparation services is to minimize risk and maximize value by positioning companies for future growth. We advise private and public organizations at all development stages, tailoring our strategies to their needs and developing them as clients mature. Our experts work closely with clients and remain accessible and responsive to help them achieve their most important business goals.

For better or worse, taxes impact our lives. They influence your professional, personal and family goals. At Jonathan Associates CPA Inc., we understand this. We know how people struggle to keep up with the ever-changing and complex tax laws. So, to make your work simpler, we help you file your returns while minimizing your tax liability with meticulous planning.

Our tax planning services include:

  • Individual Tax Preparation
  • Business Tax Return Preparation
  • Gift & Estate Tax Return Preparation
  • Partnership & Corporate Tax Preparation
  • IRS Tax Audit / Notice Representation
  • Trust returns
  • Individual tax returns
  • Partnership tax returns
  • Out-of-State Returns
  • Business Start-Ups