Tax Planning & Preparation

Tax planning is an essential element of the tax preparation process. When incorporating it as part of your overall strategy, Hancock & Dana’s expertise and access to the latest developments allows for opportunities to take advantage of changing tax laws.
We take a proactive approach with a focus on our clients’ best interests. Our experienced staff can identify proven strategies and key opportunities throughout the year to develop tax plans that take advantage of new legislation to minimize current and future tax liabilities.
We place significant emphasis on continuing education and training to strengthen our knowledge and stay up-to-date on the latest developments. In combination with our preparation software and research tools, we can accurately and efficiently prepare returns for various types of entities, including:
  • Individuals
  • Corporations
  • Limited Liability Companies (LLCs)
  • Partnerships
  • Trusts
  • Estates
  • Non-profit organizations

In addition to these services, we offer federal and state taxing authority representation and advice on sales tax and payroll tax issues.


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“Hancock & Dana’s professionals are proactive – they truly care and have made a significant difference in helping me accomplish my goals.”

Randy, Business Owner