Tax

Tax Services

Changes in tax laws are one of the few constants of American life. Each change can add complexity to an already complicated process. At Malati CPA, our tax preparers understand and can apply these changes to develop strategies to help individuals and small businesses comply with and leverage the changes within the tax law and potentially reduce your tax liability.

 

Our approach is proactive and responsive – providing every client with timely tax compliance and planning strategies that will enable you to account for any tax implication and plan for the future.

What is Included in Our Tax Services?

 

Malati CPA prepares tax annually for individuals, small businesses, estates, trusts, and other types of returns. Beyond these services, we provide a variety of tax planning and consulting services.

Tax Consulting

Income Tax Planning

Sales & Use Tax Planning

Retirement Planning

Investment Planning

Charitable Gift Planning

Tax Compliance

Income Tax Returns

  • Individual
  • Business
  • Estates & Trusts
  • Tax-Exempt Organization
Estate & Gift Tax Returns

Franchise Tax Reporting

IRS Dispute Resolution

Why Malati CPA for Tax Services?

Our firm offers clients a wide range of professional services that cater to their current financial goals. We work as a team to achieve the best possible results for each of our clients. With over a decade of experience in our industry, we offer expert services to clients in both the public and private sectors. Whether you are in need of audit assistance, hoping to establish more effective bookkeeping systems, or looking for ways to improve your financial situation, we are here to help!

Why Malati CPA for Tax Services?

Our firm offers clients a wide range of professional services that cater to their current financial goals. We work as a team to achieve the best possible results for each of our clients. With over a decade of experience in our industry, we offer expert services to clients in both the public and private sectors. Whether you are in need of audit assistance, hoping to establish more effective bookkeeping systems, or looking for ways to improve your financial situation, we are here to help!

40

Percentage of the Fortune 500 that rely on our firm to support their business goals and protect their interests.

75

Cumulative deal value of real estate projects we have advised on in the past two years.

4

Winners for Legal Innovation Leader in Law Firm Innovation (Law.com, 2018) #1 Most Innovative Law Firm (Legal Business, 2017) ‘World's Most Innovative Law Firm’ (ILTA, 2014) ‘World's Most Innovative Law Firm’ (ILTA, 2011)

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  • We have been a client for the past few years and have consistently been impressed by their professionalism and expertise. They always go above and beyond to ensure that our tax needs are met and are also very prompt in responding to our inquiries and meeting our deadlines. Overall, we have been very pleased with their services and would recommend them to anyone."

    Bradley & Loggin PLLC

  • We have been a client for several years and plan to remain. Malati CPA is much more than an accounting firm. Their advice, planning, and strategy execution have resulted in thousands of dollars in additional savings for the Association. His firm participates in board meetings and provides valuable insight, advice, and thoughtful comments that have improved our finance function. Malati CPA is an invaluable and trusted business advisor.

    Liberty Towers Owners’ Association, Inc

  • With Malati CPA, we get more than just accurate tax and accounting advice. Andrew knows how small businesses work and he offers valuable and proactive advice on how to best navigate complex tax and accounting issues. Andrew is always prompt – he is quick to offer solutions and advice even through tough times. We have been a client for the last 5 years and we highly recommend him and his firm.

    Decision Tree Consulting LLC