Tax Planning | Aldrich Advisors | Accounting, Benefits, Technology, Wealth

All Aldrich office locations are now open for in-person meetings as well as curbside pickup. Please follow local guidelines when entering.
Visit our COVID-19 Resource Center to learn about our continued service and additional support for you during this time.

Services
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Tax Planning

Tax Planning Services

Effective tax planning strategies based on the big picture

Navigating today’s business and personal tax environment requires professionals who can help you comply with increasingly complex regulations while managing their impact.

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.

COVID-19 Relief for Taxpayers

  • 2021 Economic Impact Payment (EIP): If your are unsure if the IRS has sent you a third round of economic impact payments, visit the IRS website and click “Get My Payment” to determine your status.
  • 2021 AICPA State Tax Filing Guide (all states)

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
COVID-19 Tax Updates

National and local tax deadlines, regulations and guidance are constantly changing as the nation combats COVID-19. Follow along with our latest updates.

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What We Do
Year-End Tax Planning

Our 2019 Year-End Tax Planning Guide offers support for businesses and individuals, providing legal updates and comprehensive strategies.

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Tax Credits

We help businesses capture available incentives and tax credits.

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Estate Planning

We offer forward-looking trust and estate planning services to help you effectively plan for your future.

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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
Connect with Marcy
Partner

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…

Marcy's EXPERTISE
  • 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
Connect with Marcy
Write to Marcy
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Tax Planning News and Insights
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New Washington Payroll Deduction funds Long-Term Care Beginning January 2022, Washington workers will start contributing...
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Per Diem Reminders and Maximizing the 100% Meal Deduction in 2021 and 2022
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Lease Accounting for Lessees – ASC 842
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California’s State and Local Tax (SALT) Update
More Tax News

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Meet Our Professionals

Tax

Andrew Davidson, CPA
Partner
Joe Schneid, CPA, CCIFP®
Partner
Elsa Romero, CPA
Partner
Dave Buck, CPA
Partner
Write to Andrew
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Expertise:
  • Manufacturers
  • Business consulting
  • Resale and wholesale distributors
  • High-tech and bio-tech software
  • Certified Public Accountant
  • Craft beverage companies
  • Professional athletes
  • Strategic tax planning and compliance

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Write to Joe
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Expertise:
  • Construction
  • Business succession planning
  • Strategic tax planning and compliance
  • Certified Construction Industry Financial Professional
  • Certified Public Accountant

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Write to Elsa
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Expertise:
  • Tax planning
  • Nonprofit organizations
  • Government entities
  • Privately held companies
  • Board governance
  • Certified Public Accountant

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Write to Dave
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Expertise:
  • Agriculture and farming
  • Cooperatives
  • Real estate
  • Closely-held business
  • Tax planning, estate planning and consulting
  • Certified Public Accountant

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