Tax Planning

We take an innovative approach to tax planning, seeking out the most advantageous solutions for our clients supported by prevailing rules and regulations. Our tax plans are designed to optimize the tax characteristics of a transaction to meet the goals and objectives of our clients.

We also provide assistance with implementation of our recommendations. We offer years of experience in developing tax plans for corporate, partnership, individual, estate and trusts. Our tax professionals are knowledgeable in Federal, State and Local tax related matters including income taxes, multi-state tax issues, sales tax, employment taxes, excise tax and estate tax.


We are here to provide our clients with expert tax services at any time in regards to tax preparation and planning. With a proactive approach to managing and evaluating issues before they arise, our team will have everything handled for you so you can know well in advance what your burden will be before the end of the year.

By keeping current on new tax laws and legislation, our team is in a unique position to identify key tax planning opportunities that minimize both your current and future tax liabilities. Our individual and business clients know that they are in good hands with our firm's taxation expertise and resources. We can work with you to best suit your personal or business needs, helping you find much needed advice and preparation to keep your liabilities as low as possible.


The goal of any accounting firm should be to help mitigate risk of an audit or non-compliant behavior among its clients. DeMarco and Associates have the staff on hand to help evaluate and analyze the possible exposure of your personal or professional filings, and will work with you to ensure that your filings are submitted without incident. Take the surprise and guesswork out of Tax planning and filing by letting our experts evaluate and reduce your risk and exposure.


Setting up your bookkeeping system correctly is crucial for long term functionality and ease of use. We can assist you by designing your initial accounting system or reviewing your current one. Let us help with new system setup, or by evaluating and updating your current bookkeeping system. We have experience on a variety of different platforms and industries. By streamlining your bookkeeping processes and helping correct any issues before they become problems, we can save you significant time and money in the long run.

  • Proactively identify actions that can be taken to lower tax liability for individuals and corporations.
  • Avoid possible penalties and interest for underpayment of taxes.
  • Eliminate surprises about the final tax liability.

At DeMarco & Associates, CPAs, llc we provide tax planning services for corporations and individuals prior to the end of the tax year. You will receive a tax projection of expected income and deductions and we determine your expected tax liability and develop action steps to minimize the liability.

The result of our tax planning service is a lower overall tax liability and the peace of mind in knowing your final tax liability months in advance of filing your returns.