Tax Consulting

At Stone Carlie, our professionals take a proactive and collaborative approach to developing, reviewing and implementing tax related strategies and services required and/or recommended for our health care clients.  Our goal is to maintain our client’s “tax health”, preserve their assets, reduce payments to third parties, and help select cost-effective employee benefits that they will value.  Specific services include:

• Tax Compliance
S & C corps, limited liability companies, partnerships, individuals, trusts, etc.

• Income Tax Planning
Interim and year-end planning activities to control & anticipate tax liability

• Retirement & Estate Planning
Make sure ample funds are available for retirement and/or heirs, minimize death taxes

• Employee Benefits 

• Compensation Planning/Income Allocation

• ERISA Compliance
Maintain annual filings as needed to avoid ERISA’s complex trappings