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Tax & Financial Planning 

Sheehan Tax Practice prepares client tax returns accurately in compliance with all relevant tax laws. This is an important and obvious benefit to potential clients. What may not be so obvious, however, is how our tax professionals work month-by-month to minimize the impact of current-year taxes. We look ahead to plan future tax savings strategies. 

Our Tax Practice services domestic and foreign entities and individuals and counsels clients in the following areas:

 

  • Business Entity Planning

  • Corporations

  • S Corporations

  • Limited Liability Companies

  • Partnerships

  • Sole Proprietorships

  • Corporate tax planning and compliance

  • Partnership planning and compliance

  • Limited Liability Company planning and compliance

  • International tax planning

  • Individual tax planning and compliance

  • Expatriate tax planning and compliance

  • Fiduciary tax planning and compliance

  • Estate tax planning, compliance and administration

  • Surrogate Court Accountings

  • Expert representation at Federal, State & Local tax examinations

 

At Sheehan we realize that securing your financial future requires careful planning and foresight. To complement our tax compliance services, we offer comprehensive planning to individuals and closely-held businesses. We advise on business succession planning, retirement planning, college funding, wealth accumulation and estate planning. Our mission is to provide independent, objective, timely, and accurate personal financial advice to assist you in making decisions consistent with your financial goals and objectives.