Tax Preparation and Planning

Information About Tax Planning
When it comes to taxes, three things are certain:

  1. tax laws are constantly changing
  2. tax laws are complex
  3. taxes are inevitable and legally unavoidable

Steele Martin Jones & Company, PLC is a full service tax firm that provides our clients with all of the tax services they need no matter how divergent, complex, or advanced they may be.

Tax Returns
We are not simply a tax preparation firm but a tax planning firm that works on tax matters year-round.  We utilize some of the most advanced and sophisticated tax software available, and have valuable experience and expertise provided by our 30 year history of business consulting and tax planning.

In order to assist our clients with their financial needs, we offer tax compliance services that include, but are not limited to, the following areas:

Federal income tax returns for all types of entities and individuals:

  • Individuals, Form 1040
  • Corporations, Form 1120
  • S Corporations, Form 1120S
  • Partnerships, Form 1065
  • Estates, Form 706
  • Trusts, Form 1041
  • LLC’s, Sole Proprietorships, and others

Preparation of state individual and business income tax returns for
Tennessee
or any other states as well as multi-state returns

Preparation of payroll and unemployment tax returns,
including  Form 941 and employee W-2’s

State and local tax returns such as sales tax, gross receipts tax, business tax,
and personal property tax

Pension plan and employee benefit plan information returns

Tax Planning Services
We also go beyond tax compliance and proactively recommend tax saving strategies to maximize our clients’ after-tax income.  Tax planning is the key to successfully and legally reducing tax liabilities.  It is vital to every business and individual—and almost every financial or business decision has some tax consequences.

We offer tax planning services that include, but are not limited to, these areas:

  • Current tax issues
  • Long term tax issues
  • Business expansion or consolidation strategies
  • Retirement planning
  • Real estate and asset management planning
  • Education planning
  • Estate planning

In the event of an audit, our clients will also have a representative before the IRS or other government body who will fight diligently for each case every step of the way.  At Steele Martin Jones & Company, PLC, our clients have a personal tax professional whenever they need it.