Tax

Croft, Drozd & Company sees the big picture.  We see more than stacks of statements and receipts or a bunch of numbers entered into confusing forms.  What does your tax return really say about you, your financial situation and longterm goals? 

Working with middle-income and high net worth individuals, as well as local and multi-state closely-held businesses and non-profit organizations, we act as intermediaries to prepare tax returns, as well as external or on-call advisors to create and maintain tax planning strategies.

Our clients depend on us to provide the following client services:

Tax Return Preparation (Personal/Corporate)

Everything in life carries implications that affect your tax situation… things like marriage, the birth of a child, education expenses, investments, purchasing a new home, even death.  Businesses face other issues, such as payroll, partnership transactions and multi-state operations.

Your tax return may consist of a single W-2 and a few other common reporting statements or perhaps your needs are more complex.  We combine the most current research with the latest technology to prepare federal, state and local returns efficiently – and on time – for our diverse client base.

Tax Planning & Compliance

Tax laws and IRS rulings change on a continual basis.  New issues emerge all the time.  We work hard to see that clients remain aware of and are prepared for the latest tax developments, which may affect personal or business circumstances.

What is the most advantageous legal entity structure for your new business?  How can your growing business take advantage of the most favorable tax rates?  In addition to consideration of your current financial situation, our strategies are based on industry insight, as much as raw tax knowledge and experience.

So whether you consider your tax responsibility to be a necessary evil, an opportunity to protect your income or a little of both, we know how to examine or research your particular situation and break down this complex stuff to determine clear and concise explanations of your options.