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
Steve Mentzer, CPA, CFP®, CSEP®
Aldrich CPAs + Advisors LLP
Steve Mentzer’s areas of expertise include strategic tax planning and personal financial planning. He helps high-net-worth individuals and business owners assess their current financial situation and identify their financial goals. Steve builds long-term relationships with his clients and tailors his recommendations to fit the client’s unique needs. He is a member of the American Institute…
- Closely-held businesses
- High-net worth individuals
- Strategic tax planning and compliance
- Certified Specialist in Estate Planning (CSEP)
- Certified Financial Planner™
- Certified Public Accountant
Tax Planning News and Insights
“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
Season’s Greetings from Aldrich! Our team is feeling festive after a wreath-making workshop led by our own Dani… t.co/iwsOt8IBj9
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