Tax Preparation & Planning

Plan in the Present, Empower the Future



From multi-generational and family tax structuring to real estate cost segregation and R&D tax credit opportunities, you can trust Glass Jacobson to handle your tax needs with expertise, foresights and precision.  Our experienced tax team collaborates with you to design a beneficial tax strategy that minimizes current and future liabilities, while maximizing your financial security and well-being.  We provide flexibility in your structure to accommodate changes in your goals.

We are sensitive to the relationships between closely held businesses and their owners, and can help clients pinpoint and navigate conflicts of interest. We make it a point to stay abreast of any tax law changes to ensure you take full advantage of credits and deductions.

Our relationship does not end with a filed tax return. Instead, we serve as your year-round advisor to help you understand the tax implications of every financial move.

For more information about our Tax Preparation and Planning services, call 800-356-7666.


Our Tax Services Include:
  • Federal and state income tax preparation (all 50 states)
  • Individual and business tax projections and planning
  • Real Estate Sales
  • Personal property tax evaluations
  • Divorce taxation
  • R&D tax credit opportunities
  • Audit representation for income, employment and sales tax
  • Buy-sell agreements
  • Estate planning
  • Business entity selection
  • Compliance services
  • Acquisition, liquidation, and merger agreements
  • Tax-free exchanges
  • Nonprofits
  • Real estate cost segregation engineering
  • Sales tax compliance studies

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