Tax Planning and Preparation

Taxation is an implicitly complicated subject matter, and the rules and regulations governing it are constantly changing. Staying current with these changes is a daunting task, but a vital one. There is good news, however: Not only is this our job, we actually enjoy it.

Hobe & Lucas offers a multitude of tax accounting services for businesses and individuals.  Our tax professionals are passionate about keeping up with the latest tax laws and understanding their impact on our clients. We remain apprised; you can have assurance that you remain compliant and that we have  effectively minimized your tax burden.

Our tax professionals continuously look for planning opportunities to help you capitalize on both new and existing tax laws. We start by listening to your needs and learning your business, and we lead to appropriate and useful strategies  that minimize the taxes you pay. We provide consulting and planning in areas such as:

  • Business and individual tax preparation
  • Multi-state and local tax preparation and nexus studies
  • Non-profit/exempt organizations compliance
  • Employee benefit plan compliance
  • Estate and gift tax planning
  • Entity selection and reorganization
  • Mergers and acquisitions
  • International taxation
  • Tax credit and incentive studies
  • Audit representation—federal, state and local

Find out how we can simplify your life and save you money this tax season and beyond.