TAX PREPARATION & PLANNING

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Tax Services

At AJ Napolitano & Co., tax planning is a fundamental part of a unified, strategic financial framework. We believe tax strategy should never exist in isolation, it should work in harmony with your business goals, long-term financial objectives, and overall wealth management plan. Our professionals collaborate across disciplines to develop tax solutions that are efficient, compliant, and aligned with your broader vision.

Strategic Tax Guidance for Individuals & Businesses

We serve a diverse client base, from closely held businesses to high-net-worth individuals, entertainers, and emerging entrepreneurs. With experience navigating the challenges faced by organizations of every size, our team provides expert advice on significant transactions, key financial decisions, and ongoing tax planning strategies designed to minimize liability and maximize opportunities.

Our approach is proactive, relationship-driven, and rooted in deep technical expertise. Whether you’re launching a business, managing complex estate matters, expanding internationally, or navigating a major financial milestone, we offer clear guidance and reliable advocacy at every step.

Our Tax Services

Tax Planning & Compliance

Income tax planning and advisory services for closely held businesses
Preparation of corporate and partnership tax returns
Preparation of sales and local tax filings
Resident state and local tax issue resolution
U.S. and foreign tax coordination
Ongoing tax strategy to reduce liability and support long-term financial growth

Payroll & Employment Tax Services

Payroll tax audit representation
Payroll tax compliance and instruction
Guidance on employment-related tax obligations

Trust, Estate & Personal Planning

Preparation of trust and estate tax returns
Comprehensive estate planning to protect and transfer wealth
Personal and family financial planning
Financial investment and banking advisory

Tax Representation & Advisory

Representation before IRS and state taxing authorities
Advisory for significant financial transactions
Guidance for business start-ups, entity selection, and structural planning