Tax and Business Services
Tax and Business Services
At Maridea, we combine expert tax planning and business advisory with a commitment to protecting and growing your wealth. Our holistic approach blends strategic tax strategies, business structuring advice and personalized guidance — so you can focus on building your business while we handle the financial groundwork.
Services We Provide
Individual Tax
- Tax return preparation and planning
- Quarterly estimates and withholding recommendations
- Required minimum distribution calculations
- Foreign tax issues and reporting
- Form 1040, 1040-SR, 1040-NR, 1040-X
Trust Tax
- Tax return preparation and planning
- Trust accounting
- Trustee fee calculations
- Trust recommendations
- 1041
Business Tax
- S-Corp, LLC, sole proprietorship, partnership, C-Corp tax preparation and planning
- Partnership allocations
- Entity type recommendations, setup, and maintenance
- Form 1065, 1120, 1099, K-1
Estate & Gift tax
- Tax return preparation and planning
- Wealth transfer consulting
- Unified credit portability planning
- Charitable giving planning
- Form 706, 706-NA, 709
Tax Planning
- Reduce taxable income with strategic deductions and credits
- Optimize retirement and investment tax benefits
- Plan financially for major life or business events
- Ensure full compliance with all tax regulations
- Forecast liabilities to avoid year-end surprises
Outsourced CFO Services
- Strategic financial planning and guidance
- Cash-flow, budgeting, and forecasting
- KPI dashboards and performance insights
- Risk management and internal controls
“When tax services are thoughtfully integrated with wealth management and financial planning, clients receive a more complete, coordinated approach to their financial lives. That holistic perspective is what delivers lasting value.”
Director of Tax & Business Services
David Papotta
Frequently asked questions
What is the difference between Tax Planning and Tax Preparation?
Tax preparation ensures accuracy and compliance by reporting what has already occurred, while tax planning takes a proactive, forward-looking approach to help minimize taxes over time. By integrating both, Maridea delivers coordinated tax strategies that align with our clients’ broader wealth management goals—helping them keep more of what they earn, today and in the future.
What is the difference between tax planning and tax avoidance?
Tax planning is the process of managing tax liability within the framework of current tax law. Our tax strategies team uses in-depth knowledge of today’s regulations to advise on income and expense planning. We are committed to ethical tax practices and never recommend misusing the law. Instead, we focus on fair tax application and client education, empowering you with legitimate strategies to reduce taxable liabilities and support sustainable wealth growth.
How does tax diversification help retirement planning?
Diversifying your wealth across retirement accounts with varying tax treatments can create flexibility and greater control over future tax obligations. Through comprehensive retirement income planning, we help you build a balanced mix of accounts designed to manage risk, optimize after-tax income, and maintain healthy tax liabilities over time.
What does tax planning include?
Our tax planning team assesses your complete financial portfolio—including both personal and business assets—to provide proactive strategies aimed at achieving your retirement goals. We focus on optimizing after-tax returns and creating tax-efficient retirement outcomes. From managing complex annual tax filings to advising on investments, insurance, asset transactions, and estate planning, our experienced professionals help implement tax planning strategies across your portfolio.
Let us help you plan your financial future.
Our mission is to provide comprehensive, objective investment and financial guidance that is focused on asset preservation and enhancement through the implementation of sophisticated investment strategies.
