Tax Compliance & Planning
Research & Development (R&D) Tax Incentives
Many business owners are unaware that their business is eligible for Research and Development tax incentives. However, The Whitlock Company’s experienced CPAs may be able to find money for your company if, for example, you have actively devoted time to improving your products or processes.
Manufacturers qualify for Research and Development tax incentives most frequently, but they are applicable to other fields. Discuss your business with The Whitlock Company to learn more.
Cost Segregation Studies
ESOP Formation and Consulting
Individual Tax Planning
The Whitlock Company provides carefully considered tax planning for individuals. We work with you to devise a long-term strategy to preserve what you have earned.
Business Tax Planning
We offer comprehensive tax planning services for your business. Our tax professionals prepare your return with the intricacies and tax efficiencies of your business in mind. We can provide audit representation before federal, state and local agencies for inquiries, audits and offers-in-compromise. The Whitlock Company is also prepared to help you with specialized issues of tax planning such as handling mergers and acquisitions, analyzing executive compensation and benefit plans and employee benefits.
Estate Planning
State and Local Tax Services
