Individual Tax Preparation Services
ARB’s individual tax preparation services go beyond the mere preparation of an income tax return. We support business owners, growing small businesses and executives with individual tax planning services and strategic advice to minimize income taxes. The tax professionals at ARB will work with you to craft a plan that minimizes tax liability at the federal, state and local level. We provide a thorough evaluation of your current tax situation and recommendations for the future.
Affluent families and individuals would be well served by our Private Client Service team. ARB’s individual tax services are not the right fit for everyone. We welcome a conversation to explore the possibility of working together, and we can provide referrals to others who might be better suited for your situation, if necessary.
For business owners, your company isn’t just about business, it’s about you and your family. As the owner of a closely held business, you need the ease of working with a single tax advisor who can address your business and personal tax needs with a holistic approach.
How We Do It
The ARB team will manage your employee benefit plan audit in an efficient, cost-effective way, with services that are customized to your specific needs. For organizations that are below the audit threshold, we can provide consulting services. We’re noticing a rise in ESOP owned companies as a succession planning tool for retiring owners. ARB’s team is well versed in this area and can provide support for their creation, maintenance and annual compliance.
How We’re Helping Our Clients
Tax Planning: You may not be thinking about your tax return in July, but we are. To minimize your overall tax burden, year-round tax planning is essential, particularly for high-net-worth families and business owners.
Qualified Business Income Deductions: For many business owners, the QBI (or Section 199A) Deduction can provide significant tax savings. We have the knowledge and expertise to maximize the deduction based on your individual circumstances.
Entity Structures: Should you do business as a sole proprietor, single member LLC, multi-member LLC, partnership, S corporation, or C corporation? We assist our individual clients with choice of entity decisions that balance their goals and circumstances with tax savings opportunities.
Individual Tax Preparation Services Team Leaders
Daniel P. Doiron, CPA, CVA | Tax Principal
Individual Tax Services Practice Leader
Dan has been in public accounting since his college internship with ARB in 1986. He has been a Principal since 1996 and works extensively with all types of clients to solve their compliance and tax planning issues. Dan was the May 1987 State of Maine Gold Medalist for earning the highest scores on all four parts of the CPA Examination.