Tax Strategy

Explore our services designed to help you Keep More of What You Earn!

Tax Preparation Tailored To Your Company

We identify tax-saving strategies for our clients and assist in their implementation. The decision as to which entity to use and which tax election is optimal sets the foundation on which all businesses operate. If you are forming a new enterprise and want to determine the most advantageous tax treatment available or if you have an established business and want to consider fine-tuning to achieve tax savings, these are questions you must answer. Careful consideration and planning are required to anticipate the answers to such fundamental questions as:

  • How will the income that I earn from my company be taxed?
  • What are the filing requirements for my entity?
  • Do I need to put myself on payroll?
  • What options do I have for retirement accounts?

Call us today to Keep More of What You Earn!

Tax Planning for You

Tax Strategy for Individuals and Families

At CBS, one of the key steps in helping you Keep More of What You Earn is to provide tax-related advice and guidance to allow you to manage your personal and business goals effectively. Proper tax planning will ensure that you pay no more tax than the law requires. Our unparalleled customer service and knowledge of the tax industry allow us to provide you with exceptional tax service and planning. We continually monitor any changes in the tax law that could affect you or your business and recommend tax saving strategies accordingly. Tax planning is essential to all taxpayers. There are several basic tax-cutting strategies, which include:

  • Choosing the right entity and tax treatment for your specific situation.
  • Shifting income from one year to another so it will be taxed at lower rate.
  • Splitting income among several family members to get more of the income taxed in lower brackets.
  • Shifting deductions from one year to another for a greater tax benefit.
  • Deferring tax liabilities through certain investment choices and through pension plan contributions.
  • Structuring your affairs to obtain a tax deduction for expenses paid for things you enjoy - vacation home, for example.

Tax Strategies for Businesses & Tax-Exempt Entities

Our team of tax professionals is dedicated to helping you Keep More of What You Earn! Tax preparation services is a vital phase in achieving this goal for our clients. During this appointment, we work with you to find tax savings and provide the added value of continuing to refine the strategy customized for your circumstances.

The Tax Preparation Services process consists of a one-to-one meeting with one of our senior tax professionals. During that meeting we focus on your current year tax materials and work together to ensure that all necessary documents and statements needed are available to prepare the returns. Upon receipt, the returns go through a rigorous five-step process in our quality control system.

We concentrate on the details to provide assured compliance with the current tax code and to evaluate opportunities to Keep More of What You Earn!

We prepare all US federal, state and local returns for the following types of taxpayers:

  • Individuals
  • Corporations (all types)
  • Limited Liability Companies
  • Partnerships
  • Trusts and Estates
  • Tax-Exempt Organizations
  • Foreign Bank Account Reporting (FBAR) and Foreign Account Tax Compliance Act (FATCA)

Call us today to Keep More of What You Earn!

Customer
Review

We take pride in making our clients happy. Read what our customers have to say.

Jenni Brand

Full disclosure – Rob Brand, President, is my husband. But, I also hired CBS to handle all of the accounting and tax work for my business, Bastille Marketing. The staff is incredibly knowledgeable and professional and kept me on track! I don’t have a full working understanding of this side of my business, so CBS became an invaluable partner. They answered all my questions and provided me with useful and realistic advice. I highly recommend them and often send referrals. (I receive no compensation for this review — it’s honestly how I feel!)

Alex Curiel

For the last 6 years Rob has been helping me with personal and small business tax filings. The service I have received is beyond professional, courteous, cost effective, and always has my needs in mind. I recommend to anyone seeking tax and accounting services to contact Rob Brand and his staff.

Rogers George

Good folks. Professional, friendly, competent, laid back. Office in a beautiful old house on the east end of downtown Newark.

Timothy Andreson

These guys are amazing!! Very knowledgeable and extremely helpful. Thank you CBS for everything!!

Jen Conway

We are using CBS for our tax prep and for our payroll services, and I cannot say enough about their responsiveness, their level of expertise, and their customer service. I wouldn’t hesitate to recommend Rob and his team to anyone – we are very please!!

Dr. Gregory Angermaier

I was looking to change the name of my business to make it more compatible with the services I offer my patients. I met with Rob and explained what I was looking to accomplish. Due to some unforeseen issues, Rob explained it would actually be more cost effective to create a new company rather than just changing my company name. Rob and his staff did a terrific job in getting everything set up and completed. The next time we met, all the paperwork had been completed, everything was explained in perfect detail, I was told what the next steps I needed to take were and the only thing I had to do was sign the paperwork for my new company. Thank you for making this endeavor such a smooth transition! Comprehensive Business Services saved me time and money! 

Kate Van Heest Judefind

Does a great job with all aspects of accounting, payroll and customer service. I always have all my questions answered immediately and their services are fairly priced.