Taxes permeate virtually every planning element for the Private Client. To better serve you, DUGGAN BERTSCH offers a full tax and compliance practice to ensure theory properly meets up with your reporting reality.

Understanding in advance how a legal move ultimately impacts your income tax, gift tax, or estate tax returns may help clarify what the best practical solution will be. We pride ourselves on our strong compliance background; and although we engage in sophisticated U.S. and international tax representation, in many cases we begin our representation of a client with basic tax return preparation.

The Taxation practice of DUGGAN BERTSCH includes the following:
  • Individual Tax Return Preparation
  • Corporate/Entity Tax Return Preparation
  • Trust Tax Return Preparation
  • Private Foundation Return Preparation;
  • Domestic Tax Planning/Structuring
  • State & Local Tax Planning/ Structuring
  • International Tax Planning/Structuring
  • International Tax Compliance and Return Preparation
  • Tax Controversy – Federal, State, and Local representation
  • Preparation Tax Opinions and Memoranda
  • Tax Litigation
  • Tax Collection
  • Tax-Efficient Investment Planning
  • Estate and Gift Tax Planning
  • Captive Insurance Planning

With our team of CPAs and LLMs in taxation, DUGGAN BERTSCH is well-suited to handle your tax needs, no matter how sophisticated they may be.