Tax Planning

Strategic Tax Planning for Confident Financial Growth

 

At Arledge & Associates, we believe tax planning is one of the most powerful tools available to individuals and businesses seeking long-term financial success. With proactive strategies, clear guidance, and a personalized approach, our team helps you make informed decisions that keep more of what you've earned and position you for ongoing growth.

 

Our Tax Planning Services

• Tax Return Preparation: Federal and state filings for individuals, businesses, trusts, and non-profits—accurate, timely, and tailored to your needs.

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• Strategic Tax Planning: Proactive planning designed to optimize outcomes, align with your financial goals, and reduce future tax liability through smart, legal strategies. We have experience working in M&A, succession planning, estate and trusts, tax credits at the federal and state levels and personal tax strategies.

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• Audit Representation: If you're selected for an audit, we serve as your trusted advisor and advocate, representing you with confidence and professionalism.

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• IRS Resolution Services: We assist with Offers in Compromise and other tax resolution strategies—always focused on practical solutions and long-term peace of mind.

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Resources to Support You

• 1041 K-1 Instructions

• 1065 K-1 Instructions

• 1120S K-1 Instructions

• IRS Tax Calendar

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Why Clients Choose Arledge for Tax Planning

Our team brings decades of experience, a deep understanding of the tax code, and a commitment to your financial well-being. We don’t just prepare returns—we partner with you to build a smarter, stronger tax strategy that supports your goals year after year.

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Let's Plan Ahead—Together

We’d love to help you uncover new opportunities and build a tax plan that works for you. Contact us today to schedule your consultation with our Tax Planning team: https://www.arledge.cpa/contact