Tax Services

At Herring & Sessoms, PA, we offer a broad spectrum of comprehensive and thorough year-round tax assistance for individuals and businesses, from tax compliance to business and estate tax planning to the preparation of personal and corporate returns to effective representation before taxation authorities. We take an active approach to all aspects of taxation –our seasoned staff monitors compliance to avoid surprises at tax time, and stays current with changes in tax law to identify the tax planning implications, allowing us to proactively apply updated strategies to minimize our clients’ tax liability and maximize their financial growth.

Individual Taxes

At Herring & Sessoms, PA, we strive for accurate and timely preparation of your personal income taxes, offering sensible assistance at reasonable rates. Our knowledgeable and experienced tax professionals ensure that you receive all the deductions to which you are entitled, and speed your refund by filing your return electronically with the IRS and state tax authorities. In addition, we are available year-round to provide valuable assistance with tax planning, helping you minimize your tax liability and avoid surprises during the tax season.

Comprehensive Tax Advice

Every financial decision you make, whether in your personal life or for your business, can have tax implications. At Herring & Sessoms, PA, we believe that providing effective tax services goes beyond simple tax return preparation to comprehensive tax planning, to help you assess and manage the impact your financial decisions have on your taxes and your larger financial picture. Our tax professionals not only accurately prepare returns for all types of entities, including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations, but, as your trusted advisor, we can assess the tax implications of your financial decisions, formulate a tax strategy to minimize your liability, and proactively monitor significant changes to both tax law and to your finances to help you stay on

Tax Planning and Return Preparation

Our experienced, insightful staff believes that providing effective tax services to individual clients involves more than simple tax return preparation. At Herring & Sessoms, PA, the core of our firm’s philosophy is that planning is the key to an individual’s overall financial health, and we believe that staying on track with a strong, comprehensive plan is the best way to minimize your taxes, manage your finances, maximize your assets, and achieve your goals. We don’t just prepare your tax return…we can help you to develop a solid, sensible plan that can help you not only with this year’s taxes but also your future expenses, from saving for your children’s educational expenses, to funding your retirement, to protecting your assets and estate.

Estate, Gift, and Trust Tax Return Preparation

Herring & Sessoms, PA provides preparation of complex federal and state estate, gift, and trust tax returns, as well as offering comprehensive and knowledgeable assistance with the tax implications of your estate plans, business succession plans, and gifting strategies. We can advise you about the efficacy and tax implications of a number of estate planning strategies including irrevocable trusts and charitable giving strategies. We constantly strive to maximize the value of your estate, gift, or trust, and to protect your heirs or beneficiaries from confusion, uncertainty, and the distraction of unforeseen estate tax levies.

Corporate Taxes

At Herring & Sessoms, PA, careful tax planning is an essential step in the preparation of our corporate and business clients’ income taxes, and we strive to minimize your tax liability to improve your profitability. Whether you are a large firm or small, established business or start-up venture, we have the knowledge and experience to offer tax preparation services and to help you to find the best possible strategies for reducing your tax liability within the limits of the law.

Tax Advisory Services

Herring & Sessoms, PA is committed to providing high-quality tax advisory services for businesses and non-profit organizations, encompassing proactive tax analysis, creative, year-round tax planning, and return preparation. We focus on your particular needs and goals, identifying the most beneficial tax strategy for your organization and helping you to devise an overall plan to maximize your tax savings and minimize your tax liabilities, both now and in the future.

Small Business Tax Specialists

At Herring & Sessoms, PA, we focus on meeting the special tax needs of small businesses, from planning to recurring filings. Our staff have the experience to help you navigate the often confusing small business tax landscape, and the knowledge to guide you to take advantage of the most current developments in the tax laws to develop an overall tax strategy to help you minimize your tax liability.


Tax Service Inquiry