Small Business Tax Planning Services
Constantly changing rules require a team who knows you, your business and the tax implications.
Our small business tax planning professionals meet your needs while helping you manage tax risk, control costs and reap maximum benefit.
Employing professional small business 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
- 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
Our team offers reliable financial information for decision-makers. Forward-thinking investments in technology such… t.co/T6FI9SbdgI
Nonprofit Succession Planning: Get Ahead of Unexpected Change t.co/xIgIaRmO0G