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Tax Planning & Compliance

TAX PLANNING & COMPLIANCE

Effective Tax Compliance Starts with Effective Tax Planning

Rodefer Moss’s tax planning is relevant to you, your business or organization. We assess your strategic tax challenges to identify tax-related opportunities. We create tax strategies to benefit you, for your benefit now and in the future. 


Our well-planned, flexible and effective tax service enables you to meet deadlines with minimal disruption to your business. We deliver an efficient process that manages risk and underpins your tax strategy.


Our assurance and tax professionals work closely with you, and together, throughout the planning and execution of the audit. Early, ongoing and thorough communication among our assigned tax and assurance professionals and your management are tools we use to build your tax strategy for the best possible outcome.

THOUGHT LEADERSHIP

Insights

Work Meeting

TAX PLANNING & COMPLIANCE

Solutions

Income Tax Compliance (Return Preparation) Services for Individuals, Corporations, Partnerships, Estates and Trusts

Tax minimization Strategies for Acquisitions and Mergers, as well as Exit Strategies

Annual Planning Exercises to Minimize Recurring Taxes and "Bracket Management"

Multi-State Income Tax Planning and Minimization Strategies

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TAX PLANNING & COMPLIANCE

Team

an image of Tim Van Cleve, National Director of Tax at Rodefer Moss

Tim Van Cleve

National Director of Tax

an image of Holly Barnes, Partner at Rodefer Moss

Holly Barnes

Partner

an image of Andy Farmer, Senior Tax Manager at Rodefer Moss

Andy Farmer

Partner

an image of Heather Kelch, Partner at Rodefer Moss

Heather Kelch

Partner

an image of Dan Duffield, Principal at Rodefer Moss

Daniel Duffield

Tax Principal

an image of Donna Willis, Principal at Rodefer Moss

Donna Willis

Principal

an image of Brooke Patty, a Senior Tax Manager at Rodefer Moss

Brooke Patty

Senior Tax Manager

an image of Jacque Barber, a Tax Manager at Rodefer Moss

Jacque Barber

Tax Manager

John Calanog

Tax Manager

Olivia Morris

Tax Manager

an image of Caitlynn Packard, a Tax Manager at Rodefer Moss

Caitlynn Packard

Tax Manager

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