State and Local Tax
Tailored State and Local Tax (SALT) Services
From ensuring compliance to optimizing deductions to minimizing tax liabilities, our team at Quill Financial provides a full suite of state and local tax services.
Quill’s State and Local Tax Services
- Sales and Use Tax
- Income and Gross Receipts Tax
- Tax Credits and Incentives
- State and Local Tax Deduction
- Franchise and Corporate Income Tax
- Compliance Services
The SALT Process
STEP 1
Make an appointment
The first step is to get on our books! When you schedule your appointment, we’ll briefly discuss your tax goals and requirements, so our team can understand your tax needs.
STEP 2
Get all your Information together
Before you meet with our team, compile and organize all of your financial and investment information. This can include regular income information, real estate holdings, business investments and other ventures, as well as prior year tax filings.
STEP 3
Meet with our team
Get together with our team in person or virtually – whatever works best for you! During our initial meeting, we will review your financial documents together, discuss your tax goals, and start laying down the foundation of your comprehensive tax plan.
STEP 4
Finalize and Execute your tax plan
No more need to stress out during tax season. We will work with you to put together a tax plan that meets your specific needs. Quill has you covered! Year by year we will be working with you to make sure that your plan still covers all your needs, and yes, when the time comes, we will get things filed
Leading Estate and Trust Tax Services
Partner with a tax planning firm that puts your financial well-being on a pedestal.
Services
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Leading Estate and Trust Tax Services
Partner with a tax planning firm that puts your financial well-being on a pedestal.
