Tax Advisory Services
Tax Advisory Services

Tax Advisory Services


With the ever-changing tax landscape businesses and individuals must operate within, the burden to comply with the laws, regulations and requirements can be challenging. Ensuring you are not overlooking an important aspect in a transaction or utilizing the most effective tax strategy for yourself, family, or business, can be a difficult process. To that end, we provide services to our clients in the following areas:

  • Tax research on existing issues or transactions to avoid future tax problems.
  • Formal and informal conferences with the Internal Revenue Service to represent increasingly complex tax positions for our clients to resolve the issues, the discovery of underlying facts and analysis of the applicable tax laws.
  • Evaluation of future investments, tax effects on new projects, tax alternatives to reduce taxation rates, “second” opinions on tax matters, etc.

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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

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If you have any additional questions, please get in touch with our office.