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Tax Services and Advisory

OUR TAX SERVICES

Tax laws are constantly changing. Haynie & Company is about staying on top of those changes to help our clients minimize tax liabilities and maximize tax planning strategies. Our team of CPAs and tax professionals makes it our business to get to know yours. We build relationships with our clients by providing proactive, year-round tax consulting to ensure that businesses and individuals identify opportunities to minimize their tax burden, maximize cash flow, and plan for the future.

 

At Haynie & Company, we provide a full range of tax services to businesses, individuals, trusts, and estates. We specialize in serving Partnerships, LLCs, Corporations, S Corporations, and high-net-worth individuals. Our clients represent a broad range of industries, including real estate, manufacturing, construction, professional services, tech, and more.

How We Can Help

Taxes are a significant cost to businesses and individuals. Our team guides you through the complex tax code so that you comply with all necessary tax laws and regulations and are well-positioned to take advantage of tax planning strategies, improve profitability, and meet your goals.

  • Estate and trust tax services
  • State and local tax
  • Sales and use tax
  • Payroll tax processing
  • Personal property tax
  • Third-Party Administrator (TPA)

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Tax Reform and Planning

We can work with you to identify opportunities to optimize your tax strategy and adapt to any changes that may arise from congressional decisions. The Build Back Better Act has tax reform at the forefront of businesses and high-net-worth individuals’ minds. In addition, pandemic programs like Employee Retention Credits, PPP, Restaurant Revitalization, and more are still affecting tax returns.

 

Tax law changes can be uncertain, but we stay informed by closely monitoring congressional developments year-round. Tax planning is essential every year, regardless of potential changes, and we are here to discuss your specific situation. When tax opportunities arise, our CPAs are ready to guide you with expert advice

Tax Advisory Services FAQs

How often should I review my tax strategy with a professional?

We recommend reviewing your tax strategy annually. Tax laws change frequently, and your personal or business situation may evolve throughout the year. A regular review ensures that you’re taking advantage of all available tax deductions and credits and that your strategy aligns with your current goals.

What are some common tax mistakes that businesses and individuals make?

Common tax mistakes include failing to report all income, claiming ineligible deductions, not keeping accurate records, and not understanding the implications of business structure changes. 

Working with a tax professional like at Haynie & Company can help you avoid these pitfalls and ensure that your tax returns are accurate and compliant.

How can Haynie & Company help me with tax audits?

If you’re facing a tax audit, Haynie & Company can provide expert representation and guidance. Our team will work closely with you to gather the necessary documentation, respond to audit inquiries, and negotiate favorable outcomes.

How can Haynie & Company help me with my estate planning?

Haynie & Company can assist with various estate planning strategies, including:

  • Estate tax minimization: Identifying strategies to reduce potential estate taxes.
  • Succession planning: Developing a plan for transferring your business or assets to the next generation.
  • Trust creation: Establishing trusts to manage assets and provide for beneficiaries.
  • Gift tax planning: Using gift tax exemptions to reduce your taxable estate.

What is the difference between tax preparation and tax planning?

Tax preparation involves filing your tax returns. Tax planning, on the other hand, is a proactive strategy to minimize your tax liability and maximize your tax benefits. It involves analyzing your financial situation, identifying potential tax deductions and credits, and implementing strategies to reduce your overall tax burden.

Speak with a Personal Tax Advisor Today

 

Navigating complex tax laws and regulations can be challenging, but Haynie & Company is here to simplify the process. Our experienced CPAs and tax professionals offer personalized guidance to help you stay compliant and identify opportunities to optimize your tax strategy, tailored to meet your unique needs.

 

Contact us today for a free consultation. We’ll work with you to develop a comprehensive tax strategy that aligns with your goals and helps you achieve financial success.