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.


  • 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)