Taxation
At Nicholas & Montgomery LLP, you will find our tax professionals have a mix of experience and expertise that makes us uniquely qualified to handle your tax compliance and reporting needs. Our services include tax return preparation, planning and consultation for:
- Corporations
- Partnerships
- Individuals
- Estates and Trusts, Gifts
- S Corporations
- Limited Liability Co.
- Nonprofit Organizations
- State and Local Taxes
Return Preparation
Our tax specialists assist hundreds of individuals and businesses in meeting their tax filing requirements each year. We prepare federal, state and local information, income and franchise tax returns necessary to keep individuals, businesses and exempt organizations in compliance with their appropriate taxing authorities. Our goal is to minimize your taxes and provide you with expert tax guidance and planning.
Tax Planning
Minimizing your tax liability starts with proper tax planning. Whether your needs are simple or complex, personal or business, the tax professionals at Nicholas & Montgomery LLP can assist you in identifying tax savings opportunities. Many recent tax law changes have increased the possibility for planning and saving, so let NMLLP help you take advantage of all available tax saving opportunities.
Tax Consulting
You’ve worked hard to build what you have. Let NMLLP work hard to help you keep what is yours. We will represent you before the I.R.S. and state and local taxing authorities, as well as assist you in finding a strategy for the orderly succession of your business and in developing scenarios for important transactions. We can also help build an effective estate plan to ensure the orderly distribution of your assets to your heirs while minimizing your estate tax liability.

