Tax Preparation and Planning

Whether for business, personal, or family needs, Snodgrass’ professional tax advisors provide reliable and comprehensive tax planning.

Our tax experts take the time to understand your financial situation in order to evaluate and identify tax opportunities. We offer the following tax and financial services for individuals and businesses.

Income tax preparation
Long- and short-range tax planning
Quarterly estimated tax calculations
Estate planning and use of trusts
Executive compensation planning
State and local tax planning
Insurance assessment and personal risk management
Cash flow analysis

Our comprehensive understanding of today’s tax laws helps us create solutions that meet your objectives and minimize your tax liabilities. Because of the depth and range of our client base, whenever a particular tax issue arises it is virtually ensured that someone in our tax practice has had experience with that issue and can advise you.

Our tax professionals are proactive-they work year-round to keep you informed of changes in tax laws and their impact on your tax situation. This ongoing support also facilitates regular and timely discussions with your tax advisors concerning the tax consequences of decisions you may face.

For additional information on Snodgrass tax services, contact Barbara Kelly at (800) 580-7738 or info@srsnodgrass.com.

Exercising Incentive Stock Options and Nonqualified Stock Options
Rich Pacella, Principal
Total presentation length: 26:38

1. What do I need to know about Incentive Stock Options?

1:58 min

2. What are the Incentive Stock Option (ISO) Plan requirements?

4:33 min

3. What is the most significant advantage of Incentive Stock Option (ISO) plans?

1:50 min

4. What are the tax events for an Incentive Stock Option (ISO)?

1:03 min

5. How does my ISO plan affect my AMT Tax?

3:56 min