Tax Planning and Preparation

Information You Can Trust

Tax planning is an essential element of the tax preparation process yet can seem like a burden that takes away from your day-to-day work. Our experts work with you to incorporate tax planning as part of your overall strategy. Our team has access to the latest developments and does all we can to create opportunities for our clients to take advantage of changing tax laws.

Hancock Dana takes a proactive approach to our work, focusing on our clients’ best interests.

Our experienced staff strives to 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 truly become your partner, helping you implement tools and strategies for long-term success.

As with any service we provide, each of us places 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, Hancock Dana accurately and efficiently prepares returns for various types of entities.

  • 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. For all things tax planning and preparation, put your trust in experts who combine experience with an innovative spirit to ensure we know and fully understand ever-changing legislation.

"Giving clients greater peace of mind is what we do - regardless of whether they're in the middle of exit planning or needing guidance on how to properly report a transaction for tax purposes.”

Daniel J. Torczon, Director at Hancock Dana

Hancock Dana guides clients to expect more from their accounting partner by listening, offering specialized expertise and access to new ideas and proven solutions.