Tax Planning

Gettry Marcus integrates tax planning and tax preparation to minimize your tax liability.

  • Business succession planning
  • Choice and structuring of entities
  • Identifying federal and state tax credits and deductions
  • Tax implications of proposed transactions
  • Determine tax elections and methods of accounting that provide the most benefit
  • Advisory services regarding tax accounting methods
  • Advisory services in planning for acquisitions, dispositions or reorganizations of businesses
Tax Preparation And Compliance

Gettry Marcus provides tax reporting services for both business and individual clients to ensure that all their tax reporting obligations have been met.

  • Tax reporting for business entities, estates, trusts, gifts and individual tax returns
  • Tax reporting for tax-exempt entities
  • Tax examinations representation
  • Reporting of foreign income and investments
  • Assisting clients in understanding the implications of tax law changes
State And Local Tax

Gettry Marcus assists clients with the complexities of multi-state issues.

  • Nexus studies
  • Sales and use tax
  • State apportionments and allocations
  • Voluntary disclosures
  • State tax credits
Family Office

Gettry Marcus provides resources to manage the day to day responsibilities of high net worth individuals.

  • Bill payment
  • Household payroll
  • Monitor cash flow
  • Reconciliation of bank and brokerage accounts
Personal Financial And Retirement Planning

Gettry Marcus plays an active role in assessing client current and future needs.

  • Develop investment strategy
  • Education funding needs
  • Determine how to provide for spouse and children
  • Retirement goals
  • Analysis of life insurance

Trust & Estate Services