Although corporate tax laws change dramatically from year to year, Carpenter, Francisco & Associates’ experienced professionals constantly stay abreast of the latest regulations. That's because every change presents a new opportunity for our clients — an opportunity to minimize taxes today and to plan for tomorrow. We take a proactive tax planning approach, advising you on the ways that tax laws can impact both your business and personal tax situation.
Whether it is tax services for individuals or businesses, our team of professionals responds quickly to analyze your needs and create a plan that will produce measurable results. Our wide range of services includes:

• Innovative and effective tax planning and consulting
• Professional representation before taxing authorities
• Estate planning
• Employee benefits
• State-of-the-art, automated tax compliance services

To meet clients' growing compliance demands, we maintain a state of the art tax processing system. This leading edge system permits our professionals to download audit and financial work papers directly into a compatible tax processing system, increasing efficiency, accuracy and improving our response time to you.
This tax processing system can be used to generate even the most sophisticated federal and state corporation income tax returns. We also maintain extensive tax library resources for thorough federal and state tax research.

Individual Taxes

Our firm provides a wide range of individual taxation services, including:

• Tax planning in order to ensure that you are taking advantage of all legal tax minimization opportunities
• Tax compliance, with returns prepared using the latest in electronic return, and e-filing methods
• Tax research, to help out with complication tax situations
• Representation before taxing authorities, to help eliminate the confusion that tax notices, letters, and tax audits can cause.

State and Local Taxes

Our firm provides a wide range of state and local taxation services to its clients. Companies doing business in multiple jurisdictions face an increasingly complex and confusing array of inconsistent tax rules. We provide multi-state taxpayers with cost effective solutions to a wide variety of state and local tax issues.  Services provided include:

Consulting

• Tax minimization planning
• Advice in structuring transactions; including mergers and acquisitions

Compliance

• Insuring compliance and avoiding potential penalties in the areas of income and franchise taxes, local income taxes and gross receipts taxes
• Nexus Studies and Apportionment Analysis
• Manage risk and identify opportunities

Sales and Use Tax

• Transaction planning advice
• Audit defense
• Refund claims

Representation Before State and Local Tax Authorities

• Petitions for relief and/or refunds
• Hearings before administrative agencies