Most business owners and high net worth individuals focus their attention on finding ways to increase revenue, streamline operations, enhance profits, and drive overall growth. When time is set aside to address tax optimization and planning, the focus is often on the needs and opportunities of the enterprise(s). While tax management is essential to the financial vitality of any business, attention must be directed toward individual taxes as well. Everyone involved in one or multiple LLCs, S-corporations, C-corporations, or partnerships, should be proactively managing their taxes to take advantage of opportunities throughout the year. Unfortunately, this all too often falls to the bottom of the list because owners often lack the time, expertise and/or resources to stay ahead of the curve.

  • Your Solution – Klatzkin

    Our team of tax professionals has years of experience advising business owners and high net worth individuals on optimizing their tax situation. We work with individuals in Lower Bucks County, Pennsylvania and across New Jersey to develop, implement, and manage their tax planning strategy. From federal and state tax compliance to estate and trust issues, our professionals stand ready to assist you.

  • Our Individual Tax Services

    • Preparation of federal and state tax returns
    • Tax planning
    • IRS & taxing authorities’ representation
    • Preparation of gift and estate tax returns
    • Analysis of tax consequences of transactions to achieve the best after-tax results
    • Estate and retirement planning
    • Estate plan review
    • Trustee and executor support services
    • College and other milestone planning
  • Let Us Help You Move Forward

    No one wants to pay more in taxes than they are obligated. For this reason, it’s important to work with an advisor that takes a 360-degree view of your tax exposure and provides the best advice possible. If you are looking for assistance with individual taxes or need a fresh set of eyes to guide efforts, Klatzkin can help. 

Industry Insights

Tax Tax Return Documentation Checklist Before meeting with your tax accountant, it’s essential to review a list of required items necessary to complete the filing. While each taxpayer is different, both individual and business, there are standard items required for each to prepare the returns. Read Post
Newtown Retirement Planning Tax Why Retirement and Year-End Tax Planning Should Be Done Simultaneously A thorough year-end tax plan should always address retirement because retirement contributions and distributions can significantly impact your tax return. This year, reviewing your retirement plan is especially important. Read Post
Tax Signs it Might Be Time to Change Accountants The end of the year is a time of review and evaluation for many business owners. It’s an excellent time to review company sales performance, new product/service development, customer retention, and production efficiency. Read Post


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