TAX PLANNING & COMPLIANCE

We believe ‘tax planning is the anticipation of what is to come’ and as such work with our clients throughout the year in areas of personal, corporate and estate planning to minimize the tax implication of income and other transactions.

From timely filings that maximize tax savings to more complex situations that require specialized expertise, Cottonwood offers total tax solutions.

We specialize in tax planning and compliance for:

• Privately-held businesses
• Family businesses
• Business succession planning
• Retirement planning
• Individual tax planning

We develop, implement, and monitor tax strategies that save you money and help you build wealth over the long-term.

We stay on top of changes to tax legislation and our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing, as well as recently altered tax laws.

TAX & COMPLIANCE SERVICES

• Preparation or reviewing of tax returns for individuals, partnerships, companies, trusts, estates and super funds.
• Providing advice on tax liabilities and the monitoring of due dates for payment of tax
• Providing advice to groups (private and corporate) on managing and minimizing tax liabilities
• Reviewing and recommending group structures, including the implications of using certain entities and offshore jurisdictions
• Providing advice on tax legislation changes impacting our clients
• Pre and post transaction advice to maximize tax efficiency and achieve certainty of tax treatment