Tax Services

We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include, but are not limited to:

  • Tax planning and tax return preparation
  • Taxing authority representation
  • Tax effects of buying/selling a business

Tax Planning & Preparation

Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered organization, our experienced staff can develop strategies that take advantage of new laws and regulations. We don’t look at tax planning in the vacuum of the present year. We take time to integrate the past and future to provide the best overall planning advice.

IRS Representation

During our years of experience in dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients are being properly represented before the various federal and state agencies.

Estate & Trust Tax Preparation

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.


Innes & Lotito provides a broad range of services to help our clients reach their business and personal financial goals. View some more of these services we provide.

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