Filotto | Tax Accounting

Expert Tax Accounting Services

Choosing our tax accounting services means enlisting a team of dedicated professionals committed to your financial well-being. With us, you’re not just another file in the cabinet; you’re a valued client deserving of in-depth understanding and proactive tax management.

Welcome to our dedicated tax accounting service page. Here, we specialize in providing in-depth, highly personalized tax services for those who seek more than just a transactional relationship from their tax accountant.

Catering to firms, corporate entities, estate beneficiaries, and high-net-worth individuals, our CPA firm stands ready to handle the complexity and nuances of your tax requirements with unmatched expertise and personal attention.

Our Services

Understanding that our clients’ needs extend beyond the basic, we offer comprehensive services including:

Corporate Tax Returns

1120, 1120-S, 1065

Tailored solutions that support your business’s unique challenges and opportunities, ensuring compliance and optimization of your tax position.

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Personal Tax Returns

1040

High-level personal attention to manage and prepare your personal tax filings, designed for those with sophisticated tax situations.

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Estate
Returns

1041

Expert guidance through the intricacies of estate returns, ensuring a smooth transition and peace of mind for all involved.

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A Unique Approach.

Our approach is distinctively personal and consultative.

Unlike larger tax preparation services, we maintain a selective client base of 150-250 clients annually. This strategy allows us to dedicate more time and resources to each client, offering a level of interaction and personalized service that is unparalleled.

About Us

Year-Round Consultation

Beyond annual tax preparation, we offer ongoing tax consulting. We proactively engage with company management and collaborate closely with wealth managers to plan and mitigate tax impacts, adapting our strategies to suit the evolving financial landscape.

Tailored Tax Planning

Your financial landscape is unique. That’s why we don’t offer one-size-fits-all solutions. Our tax planning services are as individual as you are, designed to align with your specific goals and requirements.

Interactive Service Model

Rather than a mere tax preparer, consider us your tax partners. We keep lines of communication open throughout the year, ensuring you’re informed and in control of your tax strategies.

Why Choose Us?

With us, you’re not just another file in the cabinet; you’re a valued client deserving of in-depth understanding and proactive tax management.
We invite firms and individuals who value comprehensive, personalized attention to their tax circumstances to partner with us. Experience the difference of a truly professional alliance, where your financial success is our highest mission.

Ready to get started?

To begin a conversation about your tax needs and how we can tailor our services to aid your success, please reach out to us directly. We look forward to serving you with the expertise, care, and attention your financial assets deserve.

Tax Accounting