Ambrosi Donahue Congdon

TAX PLANNING

…Knowing what April 15 will be like in December

Ambrosi Donahue Congdon recognizes that timely, informed tax planning is a critical function for any business or individual. With more than 30 years of experience in individual, partnership and estate and trust tax services, we start the process by first learning what your objectives are. We then develop a long-term strategy that includes analyzing your financial condition, developing a long-term approach plan for anticipated changes, minimizing your tax liability and, ultimately, generating more after-tax income.

Tax Planning

Corporate Financial Services

Business Accounting

Personal Financial Services

Management Consulting

Turnaround and Restructuring Solutions

As seasoned tax professionals, we pride ourselves on staying well informed about the numerous changes to state and federal tax laws. Each year, we spend more than 150 hours learning about and analyzing the latest tax law changes and techniques at the Institute on Federal Taxation sponsored by New York University, University of Massachusetts Tax School for Practitioners, Boston Tax Institute, and other esteemed institutions. This commitment to staying abreast of new and emerging trends and developments in tax laws enables us to offer our clients the depth, dimension and experience they need to achieve their goals.

The methods used to accomplish these goals can vary from asset management techniques and inventory analysis, to strategic use of rules that are applicable only to your industry or existing business condition. Our services in this area include: