Companies of all sizes and individuals with a range of needs count on Alliant Advisors to help them navigate the maze of local, state and federal tax regulations. Our experience and personnel are ready to help you with the services you need.

Getting the Tax Direction that Works Best for You
- Questions to Consider:

Tax Direction requires more than a calculator and a few tax forms. Tax direction is a complex process that helps you find the solution that is most appropriate for your unique situation and needs. At Alliant Advisors, we begin our process of discovery by asking owners relevant questions in some of the following areas:

Trusts/Estates

• Do you have a living trust?
• Have you properly funded your living trust?
• Have you considered donating appreciated property to charity to save on income taxes?
• Are gifts or inheritances I’ve received subject to income tax?
• Have you developed a lifetime gifting program to reduce your estate?
• Has a spouse or relative passed away leaving you to administer their estate or trust? What tax forms are necessary? What issues need to be considered?

Entities

• What entity should we use when purchasing rental real estate? Why?
• What are the tax implications of owning rental properties?
• Should my professional business be an S-Corporation or an LLC?
• We are looking to sell our business. What should we be aware of? Does the agreement as currently structured by our attorney fairly represent the desired tax results? What are the tax results of the sale?
• Should we setup a retirement plan for our business? What kind – a SEP-IRA, a SIMPLE plan or a qualified plan like a defined benefit pension plan?

Tax Direction Services:

Many companies and individuals rely on Alliant Advisors for the following essential services:

Tax Planning and Preparation:  
• Income taxes
• Sales taxes
• Payroll taxes
• Retirement plan reporting

Specialized Services and Direction:  
• Tax research for your most complex challenges or issues
• Estate and gift tax returns (consulting and preparation)

We also provide specialized Human Resources and Management services provided in partnership with leading firms.