Tax Preparation & Planning
Creating Tax Efficient Plans
Biltmore understands the complicated nature of taxation on affluent individuals and their families. Our professionals have extensive experience in dealing with complicated tax matters. We work in partnership with your outside advisory and legal counsel to help ensure that your tax matters are considered and properly addressed by analyzing your tax situation, raising key issues, identifying effective tax strategies and suggesting innovative solutions. We’re not simply focused on your present tax bill. Our goal is to create a tax-efficient plan to ensure the preservation of your wealth for years to come.
Biltmore’s expertise covers a wide spectrum of taxation issues, including federal and state income taxes, fiduciary tax return preparation, estate tax returns and tax planning and consulting.
Federal and State Income Tax Preparation
Biltmore prepares and files individual, trust, corporate, partnership, limited liability company, foundation and gift tax returns. We continually monitor your financial affairs to help minimize your tax liabilities and reduce your exposure to an IRS audit. Our team will ask the right questions to ensure your filings are optimized, while helping to clarify any questions or concerns you or your family may have along the process.
Federal and State Income Tax Preparation
Biltmore prepares and files individual, trust, corporate, partnership, limited liability company, foundation and gift tax returns. We continually monitor your financial affairs to help minimize your tax liabilities and reduce your exposure to an IRS audit. Our team will ask the right questions to ensure your filings are optimized, while helping to clarify any questions or concerns you or your family may have along the process.
Fiduciary Tax Return Preparation
Biltmore has extensive experience in preparing fiduciary income tax returns for trust and estate accounts and tax information letters for investment advisory accounts. Our team will handle all matters with the utmost respect and integrity to uphold the duties of the fiduciary and ease the process of Estate administration. Biltmore is a knowledgeable resource that can provide any education requested, while simultaneously alleviating the onus of these filings.
Fiduciary Tax Return Preparation
Biltmore has extensive experience in preparing fiduciary income tax returns for trust and estate accounts and tax information letters for investment advisory accounts. Our team will handle all matters with the utmost respect and integrity to uphold the duties of the fiduciary and ease the process of Estate administration. Biltmore is a knowledgeable resource that can provide any education requested, while simultaneously alleviating the onus of these filings.
Estate Tax Returns
Biltmore prepares or coordinates the preparation of all federal and state death tax returns. Our team will formulate post-mortem tax planning techniques, which in conjunction with a comprehensive estate plan can minimize estate taxes and maximize the transfer of wealth to heirs. Biltmore handles all estate returns with the sensitivity and attention to detail necessary to ensure a seamless filing process. Our goal is to ensure your concerns are minimized with the administration of a family member’s and allow you to focus on what is important.
Estate Tax Returns
Biltmore prepares or coordinates the preparation of all federal and state death tax returns. Our team will formulate post-mortem tax planning techniques, which in conjunction with a comprehensive estate plan can minimize estate taxes and maximize the transfer of wealth to heirs. Biltmore handles all estate returns with the sensitivity and attention to detail necessary to ensure a seamless filing process. Our goal is to ensure your concerns are minimized with the administration of a family member’s and allow you to focus on what is important.
Tax Planning and Consulting
In the ever-changing environment of complicated legal issues and confusing tax codes, you need experienced professionals whose job is to watch out for your best interest. Missed tax-saving opportunities can be costly. Our tax specialists stay on top of the legislative landscape to make sure you’re taking advantage of the tax breaks currently available.
Tax Planning and Consulting
In the ever-changing environment of complicated legal issues and confusing tax codes, you need experienced professionals whose job is to watch out for your best interest. Missed tax-saving opportunities can be costly. Our tax specialists stay on top of the legislative landscape to make sure you’re taking advantage of the tax breaks currently available.
