Tax Advisory Services

At Geeslin Group, our Tax Advisory Services provide customized solutions for tackling intricate tax scenarios, such as substantial financial transactions. From strategic planning for unclear tax implications in stock compensation cases to assisting with structuring business sale deals and devising long-term tax plans, we prioritize individual preferences and goals.

Our expertise extends to providing tax projections and suggestions for improving tax efficiency, fostering a sense of assurance and stability. Whether navigating complex transactions or seeking clarity on tax obligations, our team is dedicated to eliminating your stress by maximizing tax efficiency and providing personalized guidance every step of the way.

Individual & Business Tax

Our expert team is dedicated to accurate tax preparation and filing for individuals and businesses. Trust us to navigate complex tax laws to maximize your returns and minimize liabilities.

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Tax Planning

At Geeslin Group, our Tax Planning services address your immediate tax needs precisely and clearly. Unlike our long-term Tax Advisory services, Tax Planning focuses on short-term objectives, providing strategic tax projections for the next six to twelve months.

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Name, Image, and Likeness Tax Coaching

At Geeslin Group, our NIL Tax Coaching services focus on empowering college athletes with essential financial literacy and tax knowledge. Recognizing the unique financial hurdles faced by student-athletes, we provide comprehensive education on taxes and financial responsibilities.

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Estate & Gift Tax

Geeslin Group offers comprehensive estate and gift tax advisory services tailored for high-net-worth individuals. We focus on understanding and navigating the complex tax landscape to preserve wealth.

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No matter what type of business they’re in, Geeslin Group has the expertise to help you navigate any challenges that you might have.

I could call Dale, I could call his son, Mike. They’re just always so responsive.

We rely on their expertise, their advice. They’ve walked us through five acquisitions since 2020. They’ve really helped us with the due diligence in purchasing those companies. They’re a real partner for us, but it feels like a family.

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If you only have W-2 income, you might not need a CPA. However, if you own a business or rental property or have more complex finances, professional services can help you save time, avoid mistakes, and maximize your tax benefits.

Estimated payments are quarterly tax payments for those with income not subject to withholding, such as self-employment or investment income. They help avoid penalties and manage your cash flow by spreading tax payments throughout the year. Making these payments ensures you meet your tax obligations and avoid surprises.

Taxes are due on April 15 every year. If the 15th falls on a weekend or holiday, the deadline is the next business day. Extensions give more time to file, but taxes are still due by April 15.

Keep good records throughout the year. Staying organized and asking your CPA questions early on can help you make informed decisions and avoid last-minute stress. Geeslin Group is here to help you every step of the way.

“It depends” is the most common and most true answer to this question. The most straightforward strategies include contributing more to your retirement account and considering increasing your charitable donations. These are common strategies, but not the only ones available. For personalized advice, Geeslin Group can provide tailored recommendations based on your specific situation.

At Geeslin Group, we assess your unique financial situation and recommend services that fit your needs, whether tax planning, business consulting, or accounting support. We provide personalized guidance to help you achieve your financial goals.

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Tax Advisory Services