Individual | Estates & Trusts | Business


Tax Services


When Lovoy, Summerville & Shelton prepares a tax return, we go beyond putting numbers on forms.  We consider the total impact on you or your organization.  The broad view is central to our culture.  With that view in mind, your tax team includes seasoned professionals with the necessary skill sets and experiences to deliver insight to you, and not just tax returns.

Tax compliance work requires accurate and timely return preparation.  In the event the tax authorities inquire about your filings, we assist you with a clear and concise response.  Should an examination ensue, our members and managers have years of experience dealing with tax examinations.  This minimizes your time and reduces interruptions to your daily business affairs.

Our members and managers draw upon their diverse backgrounds to discuss your tax returns in the context of other issues that matter to you or your company, such as understanding your goals and objectives, effective tax rate analysis, indirect operating tax savings, and cash tax savings.  We believe tax planning is an integral part of our service to you.  Using online tax research services, we are able to stay abreast of tax developments at the federal, state and local levels.  This includes guidance issued by the Internal Revenue Service or state taxing authorities, court decisions or legislation.