Tax Planning Services
Constantly changing rules require a team who knows you, your business and the 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.
What We Do
Planning and preparation services:
- Compliance and preparation services
- Strategic tax planning services
- Trusts, partnerships and estates
- Research and development tax credits
- International tax expertise
- State and local taxes
Meet Our Professionals
Kathy Gordon, CPA
Aldrich CPAs + Advisors
Kathy Gordon joined the firm in January 1991. Prior to joining the firm, Kathy worked in the savings and loan industry for 14 years. Kathy has significant experience in taxation and business consulting for telecommunications and utility companies, not-for-profit organizations, small businesses, trusts and estates. She has strong background in the unique financial and tax aspects of…
- Small businesses
- Trusts and estates
- Taxation and business consulting
- Certified Public Accountant
Tax Planning News and Insights
A nonprofit board can't both manage and oversee management. Here's how to avoid blurring the lines:… t.co/n9GvkP5rfG