Taxation Services

In the ever changing world of tax law, you can rely on our vast experience and knowledge.  For over 30 years we have provided excellence in our services and continue to meet the demand of our clients.  At Rub & Brillhart we provide tax planning & compliance services for the following:

  • Individuals
  • High Net Worth Individuals
  • Trusts
  • Business entity income tax (Corps, LLPs, LLCs)
  • Family-limited and tiered partnerships
  • Multi-state taxation
  • Not-for-profit
  • Pension planning & profit sharing plans
  • Estate and gift returns
  • Tax Audit and Administrative Hearing Support

We also provide tax projection and estimation models for all clients.  Our models allow us to review your effective tax rates, help avoid the Alternative Minimum Tax, structure property transactions to minimize taxes, integrate individual and business tax planning, provide partnership income allocation calculations, and project multi-state income tax liabilities.  These are just a selection of what we can do for you.  Virtually any tax scenario can be run through our program.

Counseling on Deductions

We’ll tell you what is deductible as well as what isn’t. We’ll also review the documentation requirements with you. For our unincorporated self-employed clients, our services include counseling on deductions resulting from your home office, auto use, business entertainment and other business expenses.

Family Tax Planning

We’ll help you make the right investments in a family tax situation while avoiding the traps. We’ll help you minimize the cost of medical and child care expenses by paying for them with pre-tax dollars. You’ll minimize the after-tax cost of funding family obligations.

Planning Property Transactions

We’ll help you minimize taxes while helping you obtain the maximum income. You’ll avoid the gross errors that can result from dealing with the complexity of property transactions.