Tax Planning Services
COVID-19 Tax Resources
As Congress continues to combat the impact of the COVID-19 pandemic, we’re here to help you with tax preparation, revenue planning, financial statements and more. The Aldrich team is here to support you and your business as you continue to shift your business operations and navigate the new normal. Our extended consulting services can help you find a way forward during economic hardship and make the most of the tax relief provided by the government. If you have questions about the tax implications to yourself or your business related to the pandemic, please contact your Aldrich Advisor.
Tax Services from Aldrich CPAs + Advisors
Constantly changing rules require a team who knows you, your business and tax implications.
Our professionals meet your needs while helping you manage tax risk, control costs and reap maximum benefit.
Employing professional tax planning services is an essential element of any integrated wealth management strategy for individuals and businesses. We offer forward-looking consulting and compliance services to help you build your net worth and manage your obligations.
Stay on top of the latest regarding COVID-19
What We Do
Planning and preparation services:
- Compliance and preparation services
- Strategic tax planning services
- Trusts, partnerships and estates
- Research and development tax credits
- State and local taxes
Meet Our Professionals
Marcy Lantz, CPA, CSEP®
Aldrich CPAs + Advisors LLP
Marcy joined Aldrich CPAs + Advisors in 1995 and has worked with a wide range of clients, including closely-held businesses, private equity, and high-net-worth individuals. As the Director of Tax and Director of Estate Planning, Marcy has a special interest and expertise in wealth transfer planning and strives to deepen the relationship with her clients…
- High-net worth individuals
- Closely-held businesses
- Certified Public Accountant
- Strategic tax planning and compliance
- Certified Specialist in Estate Planning (CSEP)
- Private-equity and financial lenders
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Tax Planning News and Insights
The Oregon Senate passed Senate Bills (SB) 139, 164, and 727, which affect Oregon tax law. Read more to find out… t.co/9iRxL321dA
“Farmers, ranchers, fishers, and foresters are never working for a thank you, but this Ag Day, in particular, serve… t.co/1XnL20PkKG
Happy National Ag Day! This year, we're celebrating farmers, ranchers, fishers, and foresters who adapted to slow… t.co/W2YPbDnZBI
As 2020 comes to a close, we want to thank our clients and staff for an incredible year. Despite the ups and downs,… t.co/mFBiTvvY0K
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