Tax Planning and Preparation

Businesses, Individuals, and Trusts

Planning is essential to success in any situation. Brannen Shirley emphasizes proactive planning in all areas, especially in order to negotiate today’s complex tax laws and financial environment.

With decades of combined tax experience, Brannen Shirley offers planning and professional U.S. and foreign reporting preparation services for:

  • Individuals, both U.S. and foreign-born citizens
  • Corporations (subchapter C and subchapter S)
  • Partnerships (including family limited partnerships)
  • Limited Liability Companies
  • Estates, Trusts and Gifts
  • Exempt Organizations
  • Multi-State Tax Returns

Each client’s financial situation and goals are different.  Many include individual, business, and trust planning. That’s why we apply an integrated approach to tax planning and preparation for a range of specific circumstances:

  • Business Tax Planning and Preparation
  • Individual Tax Planning and Preparation
  • Trusts
  • Fiduciaries, trustees, and other trusted advisors
  • Tax Audit Representation

Tax Audit Representation

Receiving a letter from the Internal Revenue Service or State taxing agency is an intimidating experience. We successfully represent individuals, business entities, and estates in tax audits. We are also called on by fellow tax professionals to serve as expert witnesses in audit cases.

Our CPAs are knowledgeable in the complex IRS Code, regulations, and associated rules. When needed, we apply years of experience in representing clients through every step of the audit process. These include:

  • Thorough analysis of the specific situation
  • Represent the client’s interest during the audit
  • Maximize the opportunities provided
  • Work to minimize further exposure
  • Endeavor to complete the audit in an effective and timely manner


We support and serve alongside professional fiduciaries in handling an array of client matters. These can range from projecting taxes on an estate, planning involving multi-generational tax obligations, and preparing individual and trust tax returns.