Our Services

Tax Planningall year round

We understand that tax planning is a stressful, complicated process for even the savviest businessperson, the sharpest executive, the most dedicated creative. The tax planning process itself may look a little different for all of these clients. Fortunately, these distinctions are no match for us, no matter how subtle or glaring they may be.

365 daysof planning

Your tax year, planned

Every month counts, not just the weeks before April 15th.
April 15th
Year-end
JFMAMJJASOND
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Year-RoundNot just during tax season
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Proactive GuidancePlanning ahead of April 15th
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Personal ApproachBuilt around your situation
Year-round partner

Taxes Are a Year-Round Affair

At Miod and Company, we don’t store away all the tricky tax matters and resolve to attend to them during tax season. For us, taxes are a year-round affair. That is why we provide thorough, proactive tax planning guidance whether April 15th is a looming reality or a distant blur.

Count on us to be your trusted partner.

Find out how we can help below.

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Savvy BusinesspeoplePlanning that keeps pace with growth.
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Sharp ExecutivesStrategies for complex compensation.
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Dedicated CreativesGuidance for irregular income.
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Discerning FiduciariesCareful planning for trusts and estates.
Tax planning scope

We Can Also Help With

Pick a topic to see what we handle. Every item below is part of our year-round tax planning.

Tax planning documents and calculator
Need help? We are ready.Miod and Company, LLP
✓Entity formation planning
✓Living trust formation and planning
✓Pension plan consulting
✓Minimizing the impact of the alternative minimum tax
✓Tax strategies related to your investment planning and capital gains
✓Estate and gift tax planning
✓Allocation of assets to trusts in an estate context
✓Retirement planning and distributions from qualified plans and IRAs
✓Family-owned or closely-held business succession planning
✓Charitable giving planning
✓Education funding strategies
✓International tax issues
✓Tax aspects of marital dissolutions
✓Research and development tax credits
✓Tax credit planning
✓Selling and buying businesses
✓Selling and buying real estate
✓Deferral of tax under IRC Section 1031 exchanges of investment or business properties
✓Analysis of tax attributes and carryovers
✓Amended returns for tax refunds of loss carrybacks

Are you ready to see for yourself just how seamless the tax planning process can be?

Reach out to us at Miod and Company today. We are ready to help!

Get in Touch →
Why Miod and Company

Why Choose Miod and Company for Tax Planning?

It doesn’t matter if you are a hard-working individual, a thriving small business, or a discerning fiduciary. At Miod and Company, we are ready to approach all of our clients with their personal needs and tax situations in mind. We offer many top-notch tax services, including:

☺Hard-working individuals
◎Thriving small businesses
⚖Discerning fiduciaries
◷Year-roundProactive guidance
✓Personal approachBuilt around you

When a new year comes to a close, a new tax season lurks just around the corner. We can help you wrap up any major financial obligations, including reviewing your retirement plan, making a contribution to charity, or just ensuring that everything is in order for you to begin anew in January.

Want to think way ahead? We can help you strategize for several years to come with meticulous planning!

If a new tax law has you perplexed, we can help you contextualize it according to your own needs.

Let Us Take Care Of The Accounting

We go above and beyond to deliver excellence to our clients. Send us a message and we will connect you with an expert that can help.

  • Year-round, proactive guidance
  • Approach built around your situation
  • Connected with an expert that can help

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