Tax Planning Services
Tax Planning Services

Tax Planning Services


Understanding the tax implications for your business and family is an important aspect of managing your tax burden. Planning to achieve the most advantageous and supportable tax position should be an integral part of any tax engagement. We provide periodic tax planning services to our clients in areas that include the following:

  • Calculation of periodic federal and state income tax liabilities.
  • Tax requirements on the choice of entity selected in a business formation.
  • Implication for the purchase or sales of business vehicles, machinery, or assets.
  • Income exclusion and related deductions for foreign earned income.

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Smallwood & Company
Paul A. Smallwood, CPA/PFS, CFP®

3409 Veterans Drive, Ste 2
Traverse City, MI   49684-4570

Phone: (231) 421-5014