Our Services

We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include, but are not limited to:

• Tax planning for individuals and corporations
• Return preparation for
• Individuals
• Corporations
• Estates and trusts
• Non-Profit organizations
• Tax considerations in matrimonial settlements
• Financial planning for divorce
• Tax effects of buying/selling a business
• Tax effective retirement and estate planning

At Segal & Associates, we specialize in US tax preparation and tax planning. We are staffed with Canadian Chartered Professional Accountants (CPA’s) and U.S. Certified Public Accountants (CPA’s) who will provide you with specialized knowledge and informative tax solutions at competitive rates.

Each year people overpay taxes because many advisors are not aware of international tax issues. With proper planning there is little reason not to profit from the changing economic world and still minimize tax. It does take planning, thought and a tax advisor knowledgeable in international and US taxation. At Segal & Associates, we provide full tax planning and preparation services for Federal and State taxation as well as international taxation such as immigration/emigration, international investments, business, travel and overseas employment, and scientific research and experimental expenditures.

We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following are just a few of the areas in which we provide consulting services:

• Business valuations
• Buying or selling a business
• Business process improvement
• Financial & retirement planning
• Estate planning

The entrepreneur frequently requires professional assistance with many aspects of the new business during its startup phase. Commencing a new business of any size requires due diligence and strategic planning, including a thorough risk benefit analysis to assess future profitability.

We are able to provide clients with software training to acquire computer skills that can be used to maintain basic bookkeeping routines on an in-house basis. This is made possible by user-friendly bookkeeping and accounting packages.

We also provide services for clients who are interested in outsourcing non-core functions such as maintaining all aspects of bookkeeping including receivables and payables. This allows owners to redirect their efforts to their prime business function.

Due to our diverse client base, we encounter a wide array of financial and tax issues. As a result, we have gained valuable experience over the years in numerous specialized areas, many of which are listed below. We feel our ability to provide such a variety of services reflects our versatility and competency, as well as our dedication to quality client service.

• Mergers & acquisitions
• Corporate recovery
• Asset protection
• Debt management
• Cash flow forecasting
• Expert witness services