Tax Planning

Where compliance primarily is a historical oriented focus, Tax Planning is future oriented focus. What strategic tax decisions can you make today that will minimize your current and long term tax liabilities. Some specific topics that we have a wealth of knowledge in are:

  • Entity Choice – which entity is best for your current needs (LLC, S Corp, C Corp, partnership)
  • Entity Structuring – what is most efficient tax structure for your organization
  • State and local tax planning – how do you minimize state taxes and state filing requirements?
  • Succession Planning/Wealth Transfer – what are the best methods to pass ownership to next generation or to key employees?
  • Retirement Planning – what are the best and most efficient ways to set aside retirement funds?
  • Income tax minimization – how can you lower your current and long term income taxes?
  • Tax projections – what are your tax projections under various scenarios? What should you expect to owe? Nobody likes bad tax surprises.

Effective tax planning often encompasses many of the areas listed above. Understanding your current and long term goals, helps us to develop an overall tax strategy.

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I’m pleased to extend my congratulations to The GriggsGroup as they entertain their new professional home. And while the structure is surely sound, the true foundation of the company is the quality of their work and professionalism of their employees. I want to thank The GriggsGroup for the years of great service they have provided to The Callaghan Agency. They have been a valuable partner and a significant part of our company’s success.

Charles W. Callaghan, President & CEO

The Callaghan Agency

It’s easy to see why the firm continues to grow based on our years of experience of excellent service and proactive planning. Keep up the great work.

David Fletcher, CEO

Fletchers Medical Supply

When you have a CPA firm like Griggs Group; and a CPA like Peter Reynolds who can sit with your Estate Planning Lawyer and your Financial Advisors to work out a future for you and your family - you feel very secure. Not only do they do your tax work, they handle you very personally on a day to day basis. As far as I am concerned, "Revenue follows Relationships".

Mike Sandifer , Chairman & CEO

Cain & Bultman, Inc.

Our firm has been with The GriggsGroup for over a decade. We appreciate their tremendous service.

Bart Walchle, Partner

Walchle Lear Multifamily Advisors

I hired Eric and his company six years ago to do my personal and business tax returns and it is one of the best decisions I have made. The knowledge and insight they have has helped me as a business owner and saved me me a lot of money.

Charles Callaghan, Owner & CEO

Callaghan Marketing & P/R, Inc.