Tax
Streamlining Your Tax Process with Our Tailored Solutions
At Ingley Roper Moore & Co., LLC, we provide more than just tax preparation—we deliver year-round tax strategies tailored to your needs. Our proactive approach ensures you stay informed of tax law changes, meet deadlines with confidence, and optimize your financial outcomes without the stress of last-minute surprises.
We understand that every individual, business, and estate has unique tax needs, which is why we customize our services to align with your goals. Whether you’re looking for guidance on personal tax planning, corporate tax compliance, state or estate-related matters, we work with you throughout the year, not just at tax time.
Our team of experienced tax professionals is dedicated to staying ahead of the curve by providing the latest insights and strategies to maximize your tax benefits. From personalized tax projections to detailed tax calendars, we make sure you’re always prepared for what’s ahead.
Our Comprehensive Tax Services Include
Personalized Tax Organizers:
Every January, we send detailed tax organizers to help you gather the necessary documents for tax filing. This ensures accuracy, minimizes miscommunication, and can reduce the cost of your tax preparation. By organizing your financial information upfront, we help streamline the process, allowing for a smoother, more efficient tax season.
Tax Projections & Planning:
We provide tax projections to estimate your liabilities before they are due, helping you plan ahead and avoid surprises. This proactive approach allows you to make informed financial decisions, ensuring you’re prepared for upcoming obligations. By identifying opportunities for tax savings, we help you optimize your overall financial strategy.
Customized Tax Calendars:
We offer tax calendars tailored to your specific needs, so you never miss important tax deadlines. These calendars help keep your filing schedule organized, whether for personal or business taxes. With clear reminders and a well-structured timeline, you can confidently stay compliant and avoid unnecessary penalties.
Our Expertise Covers a Wide Range of Tax Needs
Personal Tax Preparation & Planning
We offer expert tax preparation services for individuals, ensuring your returns are accurate, timely, and optimized for maximum benefit. Our team takes the time to understand your unique financial situation and identifies opportunities for deductions or credits that can save you money. With a focus on personalized service, we provide strategies to help you meet your short-term goals while planning for long-term financial success.
Corporate Tax Services
Our team assists businesses of all sizes with tax planning, compliance, and strategic advice to minimize liabilities and ensure long-term financial success. Whether you’re a small business owner or managing a large corporation, we help you navigate complex tax regulations and identify opportunities for growth. From reducing your tax burden to ensuring accurate reporting, we provide the support you need to focus on running your business.
State & Multi-State Tax Issues
We help navigate complex state and multi-state tax issues, ensuring compliance across different jurisdictions. Whether you operate in one state or multiple regions, we provide detailed guidance on tax regulations, filings, and reporting requirements. Our expertise helps you stay compliant while identifying ways to reduce state-specific tax liabilities.
Estate & Gift Tax Planning
Our tax professionals provide guidance on estate and gift planning, helping you make informed decisions about the transfer of wealth and minimize estate tax liabilities. We assist in structuring your estate to protect your assets while aligning with your long-term goals. By developing a strategic plan, we help ensure a smooth transition of wealth to future generations.
Business Structuring & Entity Selection
We provide expert advice on entity structuring, from sole proprietorships to corporations, helping you select the most beneficial structure for your business. Choosing the right entity can significantly impact your tax obligations, liability protection, and ability to raise capital. Our team ensures your business is set up for success with a structure that aligns with your goals.
Employee Benefit Plans
We assist with the design and implementation of employee benefit plans, including pension plans, profit-sharing plans, 401(k)s, and Section 125 cafeteria plans. A well-structured benefit plan not only helps you attract and retain top talent but also offers potential tax advantages for your business. We provide the guidance you need to create a plan that works for both you and your employees.
Nonprofit Tax Services
We specialize in tax services for nonprofit organizations, ensuring compliance with IRS regulations while maximizing tax benefits. Our team understands the unique challenges nonprofits face, from maintaining tax-exempt status to navigating donation reporting requirements. We work closely with your organization to support your mission while staying compliant with all tax obligations.