Dr. Folberg is proactive when it comes to notifying his clients of relevant tax law changes – keeping in mind the goal for his clients to pay the minimum required by law. He is pragmatic and hardworking and seeks to anticipate issues before they arise; he will proactively help you maximize opportunities for tax savings. Dr. Folberg possesses a comprehensive understanding of federal, multi-state, and local tax laws and regulations. He has a strong background in taxation, as well as in professional development, and he has a passion for educating his clients in all areas of the tax code.
Dr. Folberg provides a wide range of tax and accounting services for privately held companies and preferred individuals. There are many benefits to maintaining a current, effective tax plan, including but not limited to:
Minimizing the possibility of an audit, penalty, and interest
Realizing substantial tax savings and improving cash flow
Dr. Folberg prepares tax returns for closely-held businesses, including S-Corporations, C-Corporations, LLCs, Partnerships, Individuals, Estates, and Trusts. He also has significant experience assisting with acquisitions and sales of businesses. Whether you are just starting your business, or whether you have an established business, tax planning is critical for business development. Dr. Folberg is able to advise you on:
Various ownership structures and the associated tax consequences
Planning and adequately documenting specific transactions for your established business
Dr. Folberg has substantial experience with Nexus – the interrelationship between various state and local income tax obligations. In the post Wayfair era, it is important to have a knowledgeable and experienced CPA to:
Assess your exposure and ensure you are meeting your tax filing obligations
Identify opportunities to maximize state and local tax refunds
With over 20 years of experience, Dr. Folberg can also represent you before all federal, state, and local taxing authorities.