As the laws and regulations of taxation become increasingly complex, navigating through the current tax environment can be a formidable challenge. While taxing authorities seek to maximize revenue, taxpayers face increasing scrutiny. At Boldt Carlisle + Smith, our tax professionals draw upon practical experience and technical expertise, to assist clients in making and implementing crucial financial decisions. Our goal is to provide tax preparation and compliance services, as well as be our clients’ trusted advisor and advocate.

Our tax planning strategies begin with a proactive approach, by placing an emphasis on being closely involved with client matters long before financial decisions are made. This allows us to assist the client in making tax efficient decisions. Our professionals can provide tax consulting and planning services for a variety of complex transactions and issues.

Professional services provided by our tax professionals:

  • Business tax compliance and return preparation
  • Individual tax compliance and return preparation
  • Transaction planning and consulting
  • Mergers and acquisitions
  • Comprehensive tax planning
  • Tax research
  • Estate planning
  • Trust, estate, and gift tax compliance
  • Nonprofit organization return preparation
  • Tax audit representation
  • Succession planning
  • Business startups and choice of entity consulting

We also advise sellers in taxable and tax-free mergers and acquisitions. We perform due diligence, looking for business risks and exposure, and advise as to the tax ramifications of the transaction.


 Internet Tax Notebook Clients

Click the Tax Notebook logo below to enter your tax notebook information via a secured website. We will be notified when you have completed data entry. We will review the data, import it and complete your tax return. We will provide a username and password for existing clients. If you are a new client, please click the Tax Notebook logo and follow the instructions to create a new tax notebook. We will contact you when we receive your information.