Tax Compliance & Consulting for Businesses & Individuals

Tax planning and compliance are especially important and difficult with today’s rapidly changing tax laws. At Flagel Huber Flagel, you’ll find a full range of tax services with emphasis on proactive tax planning for individuals, partnerships, corporations, trusts and estates. Advanced planning and client communications are the keys to an effective strategy. Our resources, skills and experience can help minimize your current tax burden and protect your wealth with sound tax planning.

Virtually all the business and personal decisions you make affect your tax bill. When you establish a relationship with our professional team, you will know in advance the current tax implications of your decisions and the legislative or other developments that could influence them.

Our Qualifications
Dedicated tax partners average 25+ years of experience and dedicated tax managers average 15+ years of experience. All team members are Certified Public Accountants (CPA), several of whom are Accredited Business Valuators (ABV) and Certified Financial Planners (CFP).

Our Experience  

  • Corporations/S-Corporation
  • Partnerships and LLCs
  • Trusts/Estates/Gifts
  • Not-for-Profits
  • Individual
  • Payroll
  • State & Local
  • Employee Benefit Plans
  • International
  • Retirement Planning
  • LIHTC/Affordable Housing

Our Specialties  

  • Tax planning and projections of future taxes for both individuals and corporations
  • Successful representation of administrative tax proceedings with the Internal Revenue Service: notice response, audits, offers-in-compromise, innocent spouse relief, etc.
  • Advice on tax documentation and record-keeping procedures
  • Consultation for structuring major transactions to effectively minimize tax: acquisitions, mergers, reorganizations and liquidations to effectively minimize tax
  • Estate and gift tax planning to enhance family security through tax recommendations for well-conceived trusts, wills, gifts, private foundations and other actions
  • Analysis of various tax credits available
  • Advice on tax accounting methods and financial statement effects of income tax matters
  • Other tax services: S-Corporation elections, professional corporations, pension and profit sharing plans, employee stock option plans, LIFO inventories and installment sales
  • Determination of the most tax advantageous entity type for structuring new businesses entities
  • Deferred compensation plans
  • Health insurance consultation: funding options, regulatory requirements, limitations for S-Corp owners and the self-employed, and new health care regulations
  • Valuations of closely held corporations
  • Recapitalization advice
  • Multi-state filings

Many of our tax services are performed in conjunction with your regular counsel, attorney, banker, trust officer, insurance agent or financial consultant. In every case, we take the time to explain the complexities to our clients and keep you up-to-date on tax developments.

Our Tax Team
Bruce G. Kreinbrink, CPA, CFP, Partner
James R. Hochwalt, CPA, ABV, FACFA, FACFEI, CFF, Partner
Jeffrey M. Woeste, CPA, Partner
Linda B. Hadley, CPA, MBA, Manager