Tax Planning & Preparation Services

Since 1992, Finney, Neill and Company has been performing tax planning and preparation services for a broad range of clients. Whether an individual, not-for-profit or for-profit business, we aim to provide a high level of service to our clients by using tax planning to minimize and control the timing of state and federal taxes, to evaluate the potential tax impact of various transaction alternatives and to assist in preparing corporate, partnership, not-for-profit, state/trust and personal income tax returns.

Through our tax services, we serve:

  • Business
    • Corporations
    • Partnerships
    • LLCs
    • Not-for-profits
    • Real estate projects (including Section 42, New Markets and Historic Rehab tax credits)
  • Individual
  • Estate
  • Payroll
  • State and Local Taxes (Sales & Use/B&O/Business Property)
  • Taxing authority representation
  • Pre and post transaction advice