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)