Tax Planning & Tax Preparation
At Mersereau, Lazenby & Rockas, LLC, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize tax liabilities and keep them on track towards their financial goals. Our expertise, analysis and thorough research allow us to optimize financial opportunities found in the tax code. We are knowledgeable and up to date on the ever-changing tax laws.
From simple 1040s to the most complex returns with land deals, foreign earned income, sole proprietorships, investments, ministerial income and much more, our clients return year after year for our ability to provide valuable insight and excellent service.
Whether we are with you from the inception of your business, or some years later, we will assist you with all of your small business needs such as entity selection, tax planning, business succession planning and navigating challenging compliance issues. Our full spectrum of services involve preparation of Partnership, S-Corporation and C-Corporation returns for clients all over the United States with some offices in foreign countries. With the combination of expertise and extensive resources at Mersereau, Lazenby & Rockas, we are ready to meet these challenges with you.
Estate / Trust
Effective estate and trust planning can ensure financial security for loved ones. Our role at Mersereau, Lazenby & Rockas is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability to your beneficiaries. We handle estate returns, trust returns (including CRUTs) and gift tax returns.
S.A.L.T. (State and Local Tax)
Our goal is to help minimize the risks and costs associated with conducting interstate business. With dozens of different taxes imposed by 50 states and scores of municipalities, plus the frequently changing income tax and sales tax nexus rules, to say state and local tax compliance is a challenge is putting it mildly! Mersereau, Lazenby & Rockas has the resources and expertise to ensure that your business is makes it through the maze, leaving you to focus on building your business.
We prepare and file quarterly and yearend payroll tax returns for your local small business, as well as forms 1099 for your independent contractors. We also assist in salary and withholding calculations.
We track the fixed assets purchased by your business, and then prepare and file the annual property tax returns for your local small business.
No one is happy when they receive that official notice in the mail from a taxing authority, but they are a fact of life which cannot be ignored. From simple tax notices to full tax return audits of individuals or businesses, we will help you resolve the issue as quickly as possible. We will provide representation before the IRS, state and local tax departments and the Department of Labor.