“When we talk about value, we talk about how we not only minimize the tax burden, but also maximize profit to the individuals in the business. That’s value.”


 – Donna L. McClintock, CPA, Director


Our year-round approach to tax planning can help you anticipate the tax consequences of various financial decisions, so you can make educated choices. Have you come to a fork in the road and aren’t sure which direction to take? Ask us – we provide you with information and resources throughout the year, along with continuous alignment of key tax-saving strategies with your long-term business and individual financial goals.

Our Tax Planning Services Include


Business Tax Planning
  • Year-round tax planning for your business and owners
  • Cash flow evaluations and development of income shifting strategies
  • Choice of  entity reviews for new and existing businesses
  • Consultations with businesses on tax-related matters
  • Health care reform consulting services
  • Multi-state taxation analyses, local nexus and other state tax issues
  • Business valuations and net asset calculations for buy/sell agreements
  • Succession planning
  • Federal and state tax credits
  • Purchase vs. lease option analyses
  • Unrelated business income tax (UBIT) consultation
Individual Tax Planning
  • Year-round tax planning and quarterly estimated payment analysis
  • Estate and trust advisory services
  • Health care reform consulting services
  • Retirement planning
  • Social Security planning and analysis
  • Planning updates for tax legislation changes


Contact Our Tax Planning Professionals

Looking for assistance in tax planning? For additional information on our tax planning services, please contact Donna McClintock, CPA at 302.225.0600 or click here to email Donna.  In a brief consultation she can assess your situation and determine the best way to proceed.