Minimizing your tax obligations

Tax Planning Services

You make decisions every day that affect your tax position. From deductions and tax credits to gifting and income deferrals, both individuals and businesses face significant choices. In an environment where the tax code is complicated and ever-changing, the right tax planning done early can dramatically impact your overall financial position.

Your strategy begins with a full assessment of your unique position, reviewing your financial decisions with your tax obligations and scenarios in mind. We advise individuals and businesses as to the right path, the right timing, and the right strategy for minimizing their risk and exposure.

As your trusted advisors, we stay on the cutting-edge of the latest tax laws and developments to help you make smart and informed decisions. As a client of TDHCD, you can be confident that you have made sound financial decisions, and are prepared for the future.


  • Individual and corporate tax planning

  • Federal and State tax preparation

    • Individuals

    • Corporations

    • Partnerships

    • Non-profits

    • Trusts

    • Estates and gift taxes

  • Estate, trust, and gift tax compliance
    planning services

  • Multi-state tax planning, compliance, and nexus studies

  • Representing clients before the IRS and
    State authorities

  • Specialized tax credits (R&D credit, Angel credit, etc)

  • Sales and use tax

Schedule a consultation to discuss your
tax planning needs and solutions.



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