Personal Tax Planning & Compliance Advisory Services

team members meeting at the office to discuss personal taxes

Gaining – and Keeping – Control of Your Personal Taxes

To create a comprehensive personal tax plan, we will consider your estate plans, trust plans, and any charitable or philanthropic interests as part of your integrated tax strategy.

In addition, we will coordinate your tax planning strategy with other personal wealth and tax advisory services, such as wealth management, investment management, and business succession planning, as your needs dictate.

The personal tax planning and compliance process evaluates income from your holdings and investments to develop a strategy to minimize the income tax you pay.

2021 Tax Advisory

In order to better prepare yourself for your 2021 year-end tax reporting, this guide includes vital information regarding compensation paid to your employees as well as amounts paid to non-employees including payments of dividends, interest, rents, etc.

Industry-Leading Insights

Delivering insights and points of view on vital news, strategies to consider, technology developments, and current topics that are important to your business and personal financial success. Check here for content from Meaden & Moore professionals.

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Answers to Common Questions About Employee Retention Credits (ERCs)

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DOL Issues Changes to Benefit Plan Audit Requirements and Form 5500

How Do ESOPs Work and How Well Do They Perform for Employees

Secure Act 2.0—Changes to Retirement Plans

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Where Is My Employee Retention Credit (ERC) Refund?

Cybersecurity for Employee Benefit Plans

Claiming the Employee Retention Tax Credit Using Form 941-X

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PCAOB's 2021 Conversations with Audit Committee Chairs

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WEBINAR: ESOP Repurchase Obligation - Considerations for 2022

Employee Retention Credit for Recovery Startup Businesses

Highlights of Accounting Lease Standard ASC 842

ESOP vs. Non-ESOP Companies: What’s the Difference?

Has the Coronavirus Pandemic Been Kind to ESOPs?

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group of men discussing tax strategies at the office

2022–2023 Tax Planning Guide

A comprehensive guide to help you prepare business and personal taxes in 2022–2023. With some tax law changes already signed into law in 2022 and more changes potentially on the horizon, you probably have questions about tax planning this year.

To save the most on your 2022 taxes, you need to be familiar with the changes and how you may need to adjust your tax planning strategies.

Meet Our Experts

At Meaden & Moore, our people are our most vital asset, providing the strength behind our reputation, technical excellence, and top-notch quality service. Wherever your business operates, you can count on the leaders at Meaden & Moore to provide the comprehensive services you need.

Karen M. McCarthy, CPA, AEP®

Karen is based in the Cleveland office where she directs the Personal ...

David P. Di Salvo, CPA, MT

Dave is a Vice President in the Akron Tax Services Group and has over ...

Melissa Gallop, CPA

Melissa is a Vice President in Meaden & Moore’s Personal Tax Advisory ...

Natalie B. Takacs, CPA, MT

Natalie is a Senior Manager in Meaden & Moore’s Personal Tax Advisory ...

Douglas Carpenter, CPA

Doug has broad experience in public accounting with businesses in the ...

Susan Marlar, CPA, MT

Susan has provided tax planning and compliance services for over ...

Carl Wells

Many years of tax and accounting services to both public and closely ...

Personal Tax Advisory Services

Stress-Free Personal Tax Advisory Services

Gaining – and Keeping – Control of Your Personal Taxes

2021 Tax Advisory

Industry-Leading Insights

2022–2023 Tax Planning Guide

Meet Our Experts