Tax Services

At Lund CPA and Consulting Services, PLC, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.

• Business - Corporation, S Corporation, and Partnerships
• Personal - Indvidual taxes and foreign bank account reporting
• Sales and Use tax
• Personal Property Tax
• Form 1099 and 1096
• Form W-2 and W-3

Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal, state and local agencies. If you have been chosen for an audit or received a letter of inquiry, the professional representation you can find with our firm can put many of your worries at bay. We are ready and willing to answer any and all questions the authorities may be asking of you or your business.

In addition to individual and business tax representation, we can assist you in the following types of audits:

• Payroll tax
• Personal property tax
• Sales tax
• State unemployment
• Use tax

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Lund CPA and Consulting Services, PLC's role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well-thought-out plan as to how to distribute the assets left in one's estate so as to avoid complications and to be sure that the individual’s wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don't have any complications to deal with during a time of loss.

Our experience with the taxation of non-resident United States companies doing business in Canada has provided us with knowledge in the area of international taxation.

Canadian tax services include:

• Preparation of GST and HST returns
• Preparation of Form T2 and relevant schedules
• Preparation of Form T5018
• Tax representation with Canada Revenue Agency for the taxes listed above