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Planning Services

Few services are more valuable in any industry than thoughtful tax planning.  Although most of our tax clients use a wide range of services, others come to us only for this specific expertise.  They value advisors who seek the whole picture and who can help strategically consider investments, succession and estate plans, business acquisitions or other important decisions based on their tax consequences.

Our team of experienced CPAs can oversee and manage all aspects of tax filings, forecasting, statements and write-offs while keeping you informed about the latest tax regulations and incentives and applying them to your situation.

Business Planning

  • Sales and Use tax
  • Tax Compliance
  • R&D Credit
  • Advocacy, Conflict Resolution and Risk
  • Liability Calculations
  • Budgets
  • Estimated Tax
  • Entity Formation
  • Buy-Sell Analysis
  • Estate Planning, Probate Administration and Trust

Succession Planning

  • Tax Planning for Ownership Transfers
  • Tax Conflict Resolution for Transferors and Transferees

To see how Begalka + Swanson, CPAs can help, call us at 507-625-4910.