Tremper & Co., LLP plays a crucial role in developing an integrated approach to business planning, personal financial planning, and tax saving strategies for family and closely held businesses. A sample of services we offer:
Individual and business income tax planning
Family partnership planning and accounting
Tax research of complex transactions
Charitable trust and private foundation annual report and tax preparation
Representation in cases of IRS challenge and audits
Retirement planning
Roth and other IRA analysis
Qualified retirement plans (profit sharing, 401(k), etc.)
Assistance with family business succession planning
Insurance review
As business, legal and tax environments grow more complex, and the players become more sophisticated, our services can help you strengthen your financial position. We help owners, executives, attorneys, and consultants achieve their objectives in the following areas: