An Elevated Experience
What sets our team apart is our vision and propensity to be proactive. We focus on developing long‐term relationships founded on strong communication and high‐quality service. For each client, we personalize our services to align with their needs and collaborate with other trusted advisors to best achieve our client’s financial and personal goals.
Tax Planning and Preparation
Proactive tax planning is crucial for preserving wealth and minimizing your tax burden. With tax laws becoming increasingly complex and their effects far-reaching, making informed decisions is more challenging than ever. Economic shifts, evolving technologies, and changes in legislation all add layers of complexity to managing your finances effectively.
At GCP, we go beyond just ensuring your taxes are filed correctly. Our team of tax professionals brings deep expertise to help you mitigate your tax liability and develop actionable strategies for the future. We are dedicated to helping each client understand the long-term economic and tax implications of their financial decisions. Our goal is to create tailored tax planning strategies that structure your finances in the most advantageous, legally sound way—maximizing profit and minimizing tax liability.
Our Services
Include but are not limited to
Income tax preparation for individuals, partnerships, corporations, non-profits, trusts and estates
Year-end tax planning and projections
Entity formation planning
Selling and buying real estate
Deferral of tax under IRC Section 1031 exchanges of investment or business properties
Tax law change analysis and planning
Tax strategies related to your investment planning and capital gains
Estate and gift tax planning
Allocation of assets to trusts in an estate context
Retirement planning and distributions from qualified plans and IRAs
Family-owned or closely held business succession planning
Education and charitable planning
Non-profits
Buying and Selling businesses
Private Equity