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TaxDecades of experience addressing tax issues at the local, state and federal level

Service is what sets us apart. Since 1944, our experienced team of CPAs and tax professionals have provided clients with a variety of tax and accounting services. Our tax practice is built on the same philosophy that guides all our practices: we provide the highest-quality service with an extra measure of personal attention.

From simple to complex preparation of federal and state income, gift and inheritance taxes to successful representation before the Internal Revenue Service, Saltmarsh provides the solutions you need with the quality and attention you deserve.

Tax Planning & Return Preparation

Individual
Business
Estate, Trust & Gift
International

Specialized Tax Projection Analysis
Transaction Advisory
IRS Representation

Tax Planning & Advice

We are available for all types of tax research, planning and consulting, including multi-state income tax and sales tax consulting, international tax consulting and other tax services with an emphasis on bringing additional tax savings. We have a proactive working relationship that allows us to anticipate your tax research and planning needs rather than merely respond to them.

Our team works full-time to keep up with the constant changes in tax law. We develop strategies that allow you to take full advantage of the law, and we use our best judgment and experience to advise you as to what actions you can take to reduce your tax burden. This forward-looking approach of developing advantageous tax strategies allows you to plan for the future and because virtually every financial decision can have tax implications, careful tax planning can make a big difference in the final outcome.

Federal Tax Services

Our tax specialists provide sound tax advice by analyzing planning alternatives that achieve our client’s business objectives while minimizing their tax liabilities. Our business clients include large, consolidated C corporations, S corporations, limited partnerships, limited liability companies and joint ventures. In our practice, we advise regarding tax planning for:

Mergers & Acquisitions
Divestitures
Corporate restructurings
New Business Operations
Research & Development Tax Credits
Cost Segregation studies

Our employee benefit specialists advise employers on tax issues relating to establishing and administering executive compensation, employee retirement plans, employee stock ownership plans (ESOPs), stock option plans and various other equity-based compensation arrangements.

State & Local Tax Services

Our tax department also offers experienced research, planning, and compliance services in the state and local taxation area. We assist clients in assessing:

Nexus Issues
Property Valuation Complaints
Sales, Use, Franchise & Income Tax Planning and Compliance
Tax Exemption & Abatement Applications

We continually monitor legislative activity and the potential tax impact in various states of proposed transactions. Litigation is costly and often fails to offer the best solution to a dispute. Accordingly, we use our expertise to resolve tax problems without resorting to litigation wherever possible. Examples include reviewing proposed transactions for state and local tax impact and reviewing clients’ record-keeping and accounting practices in order to recommend changes that help minimize state and local tax exposure.

Estate & Gift Tax Services

Whether you are an individual whose estate plan includes multiple trusts, the executor of a family member’s estate, gifting a sizable amount, or anyone else with a question about trusts, estates, and gifting, our practice has the professionals to assist you. We’ll make sure that you understand the strategies and tax implications of your estate and gifting plan and will help you comply with filing requirements. We’ll work with your attorney and other advisors to ensure that your plan minimizes estate and gift taxes while carrying out the objectives of the plan.

Estate Tax Return Preparation & Administration
Gift Tax Return Preparation
Trust Accounting & Reporting
Charitable & Annual Income Tax Planning
Business Valuation

SafeSend Returns™

The only electronic system that automates the Assembly, Delivery, Tracking, and Receipt of Tax Returns.

To enhance the service we provide our clients, Saltmarsh, Cleaveland & Gund has automated the individual, business and trust return process with SafeSend Returns™ technology. User-friendly and highly secure, SafeSend Returns™ is an easier way to manage your tax return from the convenience of your computer, smartphone or tablet. Learn more.