Tax-Planning Service

We take the time to create a clear under-standing of your business. We do this by getting to know you and your business and then work with you to assess and select the best options. Our goal is to help you minimize both corporate and personal tax and pay as little tax as could be allowed. At Two Rivers Tax we will work with you to deal with your potential liabilities and help reduce your tax payments.


The purpose of tax planning is to ensure tax efficiency, with the elements of the financial plan working together in the most tax-efficient manner possible.

Individual Tax-Planning

Considering the tax implications of individual or business decisions throughout the year, usually with the goal of minimizing the tax liability.

Corporate Tax-Strategy

A process used by companies to plan and execute their business goals. It involves deciding how to market themselves and create a profitable company.

Estate and Gift Tax Planning

The process of anticipating and arranging, during a person's life, for the management and disposal of that person's estate during the person's life and at and after death, while minimizing gift, estate, generation skipping transfer, and income tax.

Multi-state Income Tax Planning

Multi-state income taxation is an issue that affects many companies, some of whom probably don’t even realize it. Unlike small- and medium-size companies doing business in the private sector, it is not at all unusual for a company to perform contracts in more than one state.

Federal and State Tax Return Preparation

A form on which a taxpayer makes an annual statement of income and personal circumstances, used by the tax authorities to assess liability for tax.

Exempt and Nonprofit Organizations

The word “nonprofit” generally is used to describe an organization that works to serve a public purpose, rather than to provide financial benefit to any particular individual, corporation, or entity. Tax-exempt status exempts a nonprofit from paying corporate income tax on income generated from activities that are substantially related to the purposes for which the group was organized.

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