Shea Labagh Dobberstein prepares tax returns for individuals, C corporations. S corporations, partnerships, LLCs, and trusts. We have extensive experience with the taxation of closely-held companies and their owners. Our tax pros advise on how to coordinate your corporate tax returns with your personal returns to get the maximum benefit, let you know when it’s time to change strategy, and keep an eye out for future planning opportunities.

We can help with estate tax planning by projecting your tax liability under different scenarios and explaining various estate planning tools. 

If you’re buying or selling a business, we’ll help you structure the deal to take full advantage of the tax laws. And we keep you up-to-date on current techniques for preserving your business and assets, like the family limited partnership and the buy-sell agreement.

The IRS is increasing its number of audits, and if you should find yourself the subject of one, we’ll be there to help you present your case. We know what questions the IRS is asking and how to recognize a fishing expedition or a potential landmine. If there is an area where you are vulnerable, we’ll help you present your position in the best possible light. We’ll even role-play to prepare you. And in the event you must set up a payment plan, we’ll arrange the details and make sure your privacy is protected.

Because we’re a local firm, we offer a level of personal service not found at the larger, national CPA firms. Our staff has little turnover. Your taxes are prepared by the same person each year, a senior tax pro, so there’s always someone you know at SLD besides your principal. Tom Jackson heads up the tax department with the assistance of Tax Director Ed Hanley who has extensive experience in all aspects of the real estate industry and in providing tax advice to closely-held businesses and high net-worth individuals. 

And like all of SLD’s staff, our tax staff takes a proactive approach to your finances. As we’re preparing your taxes, if we see tax saving or money saving opportunities, or if we notice that you could benefit from a planning technique or a change in strategy, we’ll be sure to bring that up with you—at the principal level, of course.