Federal Tax

Federal taxes constitute the biggest part of the tax burden for most taxpayers. That makes it essential to take full advantage of tax deductions, credits and planning strategies so you can reduce the drag of these taxes on your profits and net worth.

Our federal taxation services include:

  • Tax return preparation and tax planning for individuals, businesses, trusts and estates
  • Extension and estimate preparation and planning
  • Year-end tax consulting to defer or accelerate income and deductions
  • Estate and inheritance tax returns
  • Gift and generation-skipping transfer tax returns
  • Cost segregation studies
  • IRC 1031 Exchanges
  • Domestic Production Activities Deduction
  • Research and Development Credit Studies

Individuals and businesses require tax solutions based on their financial goals and current financial situation. Yeo & Yeo’s Tax Services Group works with you to identify strategies for maximizing tax savings now and in the future.

Ready to Get Started?

Contact Us Today To Speak With One Of Our Professionals

David Jewell

David Jewell


CPAs & Advisors

Yeo & Yeo has been a trusted advisor for us. It’s not because they can do the tax return and help us with our ESOP. It’s that whole next step which is the relationship and the advice, and that’s what I truly value is the insights provided. Taking the complex and making it simple for our business is where the value is.


Financial Institutions