Tax Planning That Drives Opportunities

DeJoy’s Tax Services Team is focused on much more than our clients’ compliance needs. Of greater value to our clients is our ability to proactively focus on what’s next. Tax planning and consultation services are the backbones of our tax practice. We put our clients in a position to make informed decisions for their future, and their company’s future.

With an effective tax plan and a well-rounded advisory team, we empower our clients to think about strategies to meet their personal and business financial goals. Minimizing tax liability is one of the most important financial planning aspects for businesses and individuals each year. By doing so we put more money in your pocket to reinvest in your business, or maybe take that family vacation you have been dreaming about.

Tax Services

Compliance work such as completion of business and personal tax returns falls within our planning process. Without having a comprehensive plan we cannot file a tax return that gives you optimum results. The completion and filing of a business’ or individual’s tax return is an extension of our planning process.

Continuous Consultation Strategy & Analysis

This is why clients work with DeJoy. Our ability to consult outside of your typical tax services is where we add the most value. Understanding you, your business, and your tax and financial situation puts us in a position to advise in many areas that could significantly impact your future. Such consultation may include succession planning, merger & acquisition assessment, risk assessment, financial planning, corporate restructuring, business plan development and more.

Once we have a full understanding of you, your business, and your goals we develop planning strategies that are unique to you. As tax laws and regulations are constantly changing, tax planning requires careful attention to detail. This attention to detail is something we pride ourselves on as we understand how tax planning can significantly benefit your overall financial position and drive opportunities. We discuss all of our planning strategies with our clients before implementation.

  • Tactical management of state and local taxes is an important consideration in achieving a business owner’s financial objectives. Successfully complying with state and local tax requirements and avoiding scrutiny by state taxing authorities requires insight into where your organization is conducting business, addressing the specific tax requirements within the state(s), and complying with corresponding state and local statutory and regulatory responsibilities.

    Our knowledgeable and experienced experts collaborate with our clients to develop customized strategies to identify opportunities that can help them manage their state tax liability. We are up to date on state and local tax rules and regulations as they happen, and proactively communicate changes with our clients.

  • We engage in proactive tax planning, integrating effective tax strategies into your financial and business planning, alerting you to opportunities as tax law changes, and keeping tabs on new developments in your world.

    By asking our clients lots of questions, the professionals of our Business and Corporate Tax Services Team cultivate a deep understanding of your circumstances and needs. By matching our technical tax-law expertise with your realities, we allow you to remain focused on running your business.

  • At DeJoy, we’re committed to providing tailored guidance through the personal-finance and tax hurdles — guidance that always puts your interests first.

    Our first step involves gaining an understanding and investing time into learning your business — so we can develop a complete picture of your financial status and goals. We then apply our substantial expertise to efficiently address your immediate and long-term obligations, objectives, and dreams.

  • Our Financial Planning Team provides comprehensive services that are fully independent and objective. We sell no financial or other products that could compromise our commitment to put clients’ needs first. Our CPAs and Personal Financial Specialists (PFS) professionals advocate for clients by listening well, communicating clearly and directly, and developing plans based on the best available range of investment options.

    We welcome the opportunity to coordinate closely with your other trusted advisors, developing strategies to control your expenses and taxes, addressing your needs and goals, and respecting your tolerance for risk.

Michael L. Cooke, CPA
Managing Partner
Director, Tax Services

Tax Services Team

Dennis C. Stein, CPA
Partner
Director, Personal Financial Planning & Individual Tax Services

Kevin C. Woodworth, CPA
Partner
Tax & Financial Planning Services