Todd & Todd Services

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Individual Tax Returns

The first step to maximizing your after-tax income is creating a comprehensive tax strategy. Our team is comprised of tax specialists with significant multidisciplinary experience, well-versed in the ever-changing tax law environment.

We provide comprehensive preparation of individual tax returns, ensuring accuracy and compliance with federal, state, and local regulations. Our process is designed to maximize deductions and credits while minimizing your tax liability. Whatever your tax question or need, we’re here to provide the most effective and practical strategies to achieve it.

By coordinating your tax strategy with personalized wealth management planning, we help align investments, retirement contributions, and financial goals for optimal results. Supported entity types:

  • Individual
  • Estate
  • Payroll

Business Tax Returns

We handle tax preparation for businesses of all sizes, including corporations, partnerships, non-profits, and LLCs. Our team ensures proper reporting, timely filing, and strategic tax planning to help your business thrive.

By combining business tax strategies with our wealth management services, we help business owners create long-term financial plans, manage cash flow, and prepare for growth opportunities. Supported entity types:

  • Corporate
  • Partnership
  • Non-Profit
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Estates & Trusts

We provide guidance and preparation for estates and trusts to ensure proper tax reporting, compliance, and preservation of wealth for future generations. Our team helps navigate complex rules and optimize estate planning strategies.

Wealth management solutions are integrated throughout, helping clients protect assets, manage distributions, and maintain alignment with broader financial goals.

Wealth Management | Investment Solutions

Our full-service wealth management and investment solutions help clients pursue their goals with confidence. We provide personalized financial planning, portfolio management, retirement strategies, and risk management.

By integrating tax, business, and estate planning, we ensure all aspects of your financial life work together for maximum efficiency and growth.

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Mergers & Acquisitions

We provide strategic guidance for mergers and acquisitions, including financial due diligence, tax analysis, and risk assessment. Our team helps businesses navigate complex transactions while optimizing financial outcomes.

Wealth management services support business owners during M&A events by aligning proceeds, reinvestment strategies, and long-term financial planning.

Bookkeeping Services

Our bookkeeping services ensure your business records are accurate, organized, and compliant. We handle day-to-day transactions, reconcile accounts, and maintain detailed ledgers, giving you a clear picture of your financial activity.

We utilize the latest accounting software and best practices to ensure your books meet regulatory standards and are always ready for review. Services include balancing check registers, bank reconciliations, and QuickBooks support.

Maintaining precise financial records supports our wealth management strategies, connecting day-to-day operations with long-term financial planning and helping clients focus on growth with confidence.

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Financial Statement Preparation

We specialize in preparing accurate and comprehensive financial statements tailored to each client’s unique needs. Our team follows the latest standards to ensure that every balance sheet, income statement, and cash flow statement reflects a true and fair view of your business’s financial position.

By working closely with you, we gather and analyze your financial data, providing clear, organized reports that support informed decision-making and regulatory compliance. Whether you need financial statements for management review, lending purposes, or external reporting, you can trust our expertise to deliver reliable results with professionalism and integrity. Accurate financial statements also inform our wealth management strategies, helping clients make investment and planning decisions grounded in a clear understanding of their financial position. Services include: 

  • Reviews
  • Compilations
  • Agreed Upon Procedures
  • Personal Financials