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Intensive Tax Planning

Intensive Tax Planning

Businesses

Tax regulations and approaches continually change, with tax decisions coming under scrutiny like never before. At Sacco & Associates, LLC, we combine our tax expertise with our deep industry knowledge to help clients realize planning opportunities and meet their tax compliance responsibilities.

Our business planning for corporations, partnerships, and small businesses consists of helping clients understand which entity is right for them, and the tax attributes associated with their selection. Working closely with various law firms, we assist our clients in the incorporation process, as well as the legalities surrounding their business. We perform compensation structuring, dissolutions, liquidations, and more.
We help taxpayers effectively manage their taxes and align them with their business objectives and operations. Sacco & Associates advises companies on a broad range of tax matters, including:

  • Business planning
  • Tax planning and compliance
  • Business valuation
  • Cash flow forecast

Our focus is tailored to our clients’ specific needs and goals and our team helps companies implement practical strategies to better manage their earnings and cash flows so they can focus on growing their businesses. We think beyond the present and look to the future to deliver long-lasting value.

Individuals

Effective tax planning for individuals requires both technical resources and in-depth knowledge of each client’s unique situation. It is not a once-a-year activity; individual planning throughout the year allows us to use all our resources to assist our clients in minimizing their tax liabilities. Strategies are maintained and reassessed, with consistent monitoring of changing financial positions and evolving tax regulations.

Our methods are both immersive and holistic, factoring all sources of income with charitable interests and short and long-term goals, both personal and professional. Everything is approached with awareness of the total tax and financial position. Services offered by our team include:

  • Tax planning and preparation
  • Research
  • Estate planning

Our team offers the judgment, experience, and capability required to help you achieve your goals now and for future generations. In addition, our executive and high-wealth management planning deals specifically with the tax ramifications of Incentive Stock Options (both qualified and non-qualified), Golden Parachutes, and other severance packages. We work closely with financial planners to ensure that retirement benefits and income deferral are in line with our clients’ goals and objectives. We can also assist with retirement withdrawals and distributions from qualified plans.

CONTACT US

100 Grove Street, Suite 218
Worcester, MA 01605

  508-753-6222

  508-753-8989

  msacco@saccotax.com