Midstate Accounting & Tax Services, Inc.

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Tax Services

Midstate Accounting & Tax Services, Inc. Tax Services

At Midstate Accounting & Tax Services, Inc., a Lake County CPA firm, we know that proactive and aggressive tax planning is critical to minimizing your tax liabilities. When you work with us we make tax planning part of your overall business strategy and not just something we do at year-end.

You can be confident that our firm is on top of the current new developments in the tax laws to decrease both your current and future tax liabilities. We offer practical, proactive and innovative solutions to tax planning that put your business or personal needs first. Our firm provides our individual and business clients with the taxation expertise and knowledge that they deserve year round.

Our tax services include but are not limited to:

  • Tax returns for corporations, partnerships, individuals, estates and trusts, and non-profits
  • Strategic tax planning
  • Alternative minimum tax planning 
  • International tax
  • SALT (state & local taxes)
  • Payroll taxes
  • Succession planning
  • Estate and trust planning
  • Financial planning
  • IRS audit help
  • Expert tax witness

Our goal is to make the process of tax planning and preparation a simpler process that provides timely, meaningful information, and assists you in minimizing your tax liabilities currently and into the future.

If you would like to schedule a Free Initial Consultation to learn more about the tax preparation and tax planning services we offer to Lake County businesses and individuals, send us an e-mail or call Jorge Garcia-Montes Jr. today at 352-357-9295 to schedule a convenient time.