Tax Planning & Services
Understanding your specific needs allows Hundley Burn LLC’s tax partners to help you navigate inherent complexity within the individual tax codes, providing practical tax advice.We follow a proactive approach based on our technical knowledge about current and new tax laws and legislation. Hundley Burn was founded 25 years ago on a foundation of responsive support in local, state and federal tax. We assist our clients by identifying tax planning opportunities while minimizing our clients’ forwardlooking tax liabilities in the following areas:
Tax Planning and Income Tax Return Preparation
Whenever your money is “in motion,” the government is typically one of the beneficiaries. Our team of seasoned tax professionals will develop timely tax planning strategies that will take advantage of changing laws and legislation. Each of our clients’ tax scenarios is unique, so we must carefully build strategies to ensure that every client receives the most equitable and favorable individual and business tax treatment provided by state and federal law.
Estate Planning and Estate & Trust Tax Preparation
Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due upon the transfer of your business and other assets. In conjunction with either your other advisors or our strategic partner advisors, we can seamlessly guide you through the complex process of organizing your financial affairs.
Representation before IRS and State/Local Taxing Authorities
With over 45 combined years of experience, Hundley Burn’s tax partners are experienced in properly representing clients to the various tax agencies. In specialty tax representation cases, we have a breadth of resources and knowledgeable strategic partners that complement our services to achieve the best representation for our clients.