Taxes are a fact of life for everyone, yet the complexities of the tax code can leave you frustrated or confused. At Daley Zucker, our attorneys are here to help you stay on the right side of the law when it comes to paying your taxes, while also helping you find beneficial deductions that can save you money.
We offer a variety of services, whether you need an IRS lawyer to help with an audit or just want to identify opportunities to reduce your tax liability.
Our law offices are conveniently located in Harrisburg, Lemoyne, and Carlisle, PA.
Avoid Problems with the IRS
No one ever wants to receive the letter from the Internal Revenue Service or the Pennsylvania Department of Revenue telling them there is a problem. Our goal is to assist you prior to the filing of your returns so you never need to find an IRS lawyer to handle a problem. However, if you’ve received a letter about an impending audit, our attorneys can help!
At Daley Zucker, we believe that proper tax planning can go a long way to avoiding problems with the IRS. That’s why we work with you and your tax preparer to research and resolve areas of uncertainty prior to the filing of your return. We can identify areas of concern and help with decisions regarding timing of expenses, withdrawals from retirement accounts, etc. We can also review past returns to identify opportunities to reduce your tax liability.
Tax Return Preparation
Tax return preparation involves preparing and filing your federal, state and local personal income tax returns. Often we identify areas where there are deductions that you may not be taking full advantage of on your return. We can assist you in the documentation of your return so that if a question does arise, the answer is readily available.
Business Return Reviews
Want to identify areas that raise the risk of an IRS or Pennsylvania tax audit? While we do not prepare business tax returns, we can assist during the audit and appeal process if one of your returns is being challenged by a taxing authority.
Employee Tax Reporting
Employee tax reporting is an area that results in many tax audits. Determining whether someone is an employee or an independent contractor is a matter of subjective determination. We can review your fact situation and help you make the appropriate reporting decisions for the people helping in your business.
Gift Tax Returns
You are required to file a gift tax return when you give assets away. We often use gifts as part of developing an estate plan. Many accountants are reluctant to prepare gift tax returns for transactions they were not involved with. Preparation of gift tax returns involves identifying the gifts that must be reported, valuation of those gifts, and determining if any exemptions or deductions apply. If you need help with this process, our attorneys are happy to help!
Fiduciary Income Tax Returns
Fiduciary income tax returns are required for most irrevocable trusts and estates. Both the Internal Revenue Service and Pennsylvania impose this tax. The rules are very different at the federal level compared to the state level, so getting help with these returns is always a good idea.
Appeals are often necessary to resolve a dispute with a taxing authority. We can assist you during the administrative appeals process and, if it becomes necessary, represent you before state and federal courts.
Whether you need help with a particular tax issue or would like to establish a relationship with an experienced firm who can help you with taxation issues as your needs arise, our attorneys would love to be part of the solution.
We maintain three law offices throughout Central PA to assist our clients in Harrisburg, Lemoyne, and Carlisle, PA.
Contact us today to get answers to your tax questions.