Tax Services

Cottrill Arbutina provides tax advice and strategies for a large number of businesses, organizations and high net worth individuals to help them meet their bottom-line objectives. Among others, our clients include manufacturers, professional service firms, retail businesses and not-for-profit groups.

 

We’ve built our business by listening to the needs of our clients and community, and our services are comprehensive and personalized. Tax clients have access to a precise look at their total financial picture at any given time. It’s a specialty that no other professional services firm of our size and expertise can match.

 

Our highly qualified and educated team of experienced professionals stay informed of ever-changing tax laws and regulations. We work to anticipate financial trends and understand the needs of business, families and individuals to help them minimize their tax exposure and liabilities. Each client receives a solution that is tailored to its individual, unique need and situation.

 

Our services include:

  • Tax planning and consulting;
  • Tax return preparation;
  • Advocacy before governmental authorities;
  • Estate planning;
  • Employee benefits; and
  • Executive tax planning including stock options and other equity based plans, and deferred compensation.

 

Available by mail is our FREE Annual Tax and Financial Planning Guide. Click here to order this informative booklet.

State Resident Acknowledgement

No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdiction.

 

Registered Representatives of LPL Financial whose identities and associations with Cottrill, Arbutina Wealth Management Group, LLC are disclosed on this site may only discuss securities or transact business with persons who are residents of the following states:

 

Arizona - Arkansas - California - Colorado - District of Columbia - Florida - Georgia - Iowa - Kansas - Maine - Maryland - Massachusetts - Michigan - Missouri - Nebraska - New Jersey - New York - North Carolina - Ohio - Pennsylvania - South Carolina - Texas - Virginia - Washington - West Virginia

 

Securities offered through LPL Financial, Member FINRA/SIPC.