Tax Compliance & Planning

Comprehensive tax services, regardless of your changing needs

Your complete tax-management and planning solution, Wall, Smith, Bateman Inc. offers experienced tax consulting for individuals and businesses. Our first-rate tax professionals will work one-on-one with you to provide excellent service and can make recommendations on how to minimize the cost associated with taxes.

Personal, Corporate and Partnership Tax Return Preparation

At Wall, Smith, Bateman Inc., you'll find friendly tax professionals experienced in personal- and business-related tax preparation. We're familiar with state and federal guidelines, and can quickly and securely serve the tax needs of:

  • Individuals
  • S Corporations
  • Corporations
  • Partnerships

Tax and Estate Planning | Tax Reduction Strategies

For business owners and individuals, the benefits of estate planning are essential: Orderly transfer of assets to beneficiaries, security for a surviving spouse and reduced or eliminated taxes due upon the estate transfer.

To that end, Wall, Smith, Bateman Inc. estate planners will work with you to craft a meaningful and efficient plan for succession. By assessing your individual needs, and by listening carefully to your vision for your business and family, we partner with you to set your financial affairs in order.

Merger and Acquisitions Planning

The experienced merger and acquisition team at Wall, Smith, Bateman Inc. can alleviate the stress associated with finding the right business partner for your company. We will assist in the merger or acquisition process by assessing and suggesting strategies for tax considerations, product/service compatibility, competitive positions, financial impact and cash flow considerations.

Federal and State Tax Controversy Representation

Decades of experience working one-on-one with tax authorities gives us a level of competence unseen by other accounting firms. This advantage ensures that our clients are properly represented to federal and state agencies. As your partner in IRS representation, we will work as your advocate to minimize risk and resolve tax issues quickly.

 

 

Contact our Tax Department

Address

700 Main Street
P.O. Box 809
Alamosa, CO 81101

Contact Info

Phone: +1 (719) 589-3619

Fax: +1 (719) 589-5492

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