
Services
Providing Tax & Financial Planning Services
At Mohr CPAs LLP, tax planning and compliance services are the core of our business. We believe clients expect and benefit most from comprehensive tax planning with a goal of minimizing tax liabilities and eliminating surprises on your tax return. We achieve this goal by being a proactive member of your team involved in many aspects of our client’s lives and businesses.
Individuals
- Tax Return Compliance Services (including multi state returns)
- Net Investment Income Tax Planning
- Alternative Minimum Tax Planning
- Executive Compensation Planning
- Retirement Planning
- Cash Flow Planning
- Representation before the IRS
- Family Wealth Planning (including gifting and charitable giving)
Estates & Trusts
- Trust Planning & Compliance
- Estate Planning & Compliance
- Gift Tax Planning & Compliance
- Charitable Trust Planning & Compliance (includes Private Foundations operating as Trusts)
Small Businesses
- S Corporation Planning & Compliance
- Partnership Planning & Compliance
- C Corporation Planning & Compliance
- Sole Proprietorship Planning & Compliance
- Charitable Corporation Planning & Compliance (includes Private Foundations operating as Corporations)