The “Tax Return” was the cornerstone that most successful CPA firms built their companies on in the early days. Those first tax returns hold little resemblance to the mountain of rules, regulations and paperwork required today.

The successful CPA of this generation has changed too. Today we measure our success not by how many tax returns we complete, but by how we help our clients prepare for tomorrow. Tax law may be the most complex collection of regulations ever handed down by the federal government. Simply complying with the law is not enough. Your CPA must be a trusted advisor, not just a compliance officer.

That’s why the staff at Gollob Morgan Peddy is not just your “tax guy.” We are your advocate, advisor and consultant. Our job is to help you plan for the future. We’ll walk shoulder-to-shoulder with you to ensure you understand the complex world of taxes.

Working together today for tomorrow is the key to success for a business, non-profit, high-net-worth individual, or estate.

We can help:

  • Federal tax planning and compliance
  • Business succession planning
  • Mergers and acquisitions
  • Business entity selection
  • State and local tax planning and compliance
  • IRS representation
  • Estate and gift planning
  • Education and charitable gift planning
  • Retirement planning

Contact us today to schedule a consultation with one of our experienced tax advisors. Let’s work together to plan a successful future for you and your family.

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