tax

Tax Services

Proper tax planning, preparation, and compliance are vital to both individuals and businesses. Maximizing your wealth by partnering with a company that understands the complex and evolving tax code. In the 10 years from 2001-2010, there were over 4,400 changes to the tax code; Carter Dillon Umbaugh, LLC keeps up with every change and makes sure that our clients benefit on their taxes to the full extent of the law.

Our Tax Professionals work closely with our clients, both business and personal to customize solutions that will not only make the tax process simple, but minimize the amount of tax burden that you shoulder.

Our comprehensive, innovative methods use computer software, traditional methods, customer involvement and business advising in order to increase our efficiency while giving you the best service available. We offer financial statement services that can be made available to managment and third parties at your request.


Personal & Business Tax Preparation

Clients are guided through a full range of tax planning and preparation decisions with strategies to minimize your tax liabilities. Expertise and the experience, analysis and research capabilities allow for the optimal financial opportunities for existing tax laws. We are not a “one and done” organization. We want to communicate on an ongoing basis.

Estate & Trust Tax Preparation

Financial security for your loved ones can be attained through effective estate and trust planning. Proper succession of business ownership can mitigate many pitfalls embedded in the Internal Revenue Code. Our role is to assist you in navigating complex and ever-changing tax laws to facilitate proper asset transfer to your beneficiaries and minimizing their tax liabilities.

IRS Representation

Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide you in your dealings with federal and state tax authorities. You will never “go at it alone” as we will be by your side in the event you should ever be audited.