Tax
Dauby O’Connor & Zaleski, LLC (DOZ) understands the Affordable Housing Industry and will help you through the multiple layers of tax regulations at the federal and state levels. We will work with you to adequately plan your transaction and will discuss available strategies that could enable you to minimize your tax payments, yet maintain compliance with the IRS.
In order to succeed in the competitive environment, our clients must be innovative and have the highest level of expertise at their disposal. That required level of expertise is what DOZ provides.
Preparation and Filing
DOZ has the experienced tax professionals to partner with in your tax compliance efforts. We will use our expertise to maximize your after-tax dollars. Whether you are confused with newly enacted tax laws or you have entered into a new area of business, we can guide you through the tax implications to help you achieve your business and personal goals. Our tax professionals have a deep breadth of experience in the Affordable Housing Industry and can assist you in the following areas of taxation:
- Partnership
- Corporate
- Exempt Organization
- State and Local
- Individual
- Personal Property
Low Income Housing Tax Credit Advisory
Whether you are a developer or an investor, DOZ can assist you in making the right decision with respect to low-income housing tax credits (LIHTC). Because of DOZ’s focus within the Affordable Housing Industry, we have a great deal of experience working with the compliance and planning aspects of the LIHTC. We can assist you from start to finish with the LIHTC process including preparation of financial projections, evaluation of equity options and preparation of state applications.
Business Transaction Advisory
If you are considering making or disposing of an investment, restructuring your business, or refinancing a property, DOZ can assist you in determining the tax consequences of the transaction. Our tax professionals have a vast array of experience in different areas that we can leverage to help you make the right decision for your business.
Estate and Gift Tax
An estate and gift tax plan is an essential key to preserving one’s wealth and achieving your business and family economic goals especially with today’s economic climate. Without a sound plan, a great deal of wealth can be inadvertently lost. The tax professionals at DOZ can assist you in creating and executing a strategy that will accomplish your objectives.
A sample of our Tax services includes:
- Annual tax return preparation and filing
- Tax planning and research for technical issues
- Transaction/entity structuring
- Tax savings strategies
- Tax basis capital account analyses
- Financial projections and analyses
- State tax credit application assistance
- Business entity choice analyses
- Low Income Housing Tax Credit adjuster calculations
- Form 5500 preparation
