Tax Services

Tax Services


Heffler’s Tax Services Group is at the forefront of changing tax laws, rules and regulations, providing guidance on the impact of those changes on business and individuals. Team members initiate the tax planning process, identifying tax advantaged investment opportunities to help minimize the tax consequences of financial transactions.

Typically, the Tax & Accounting Services Groups share mutual clients, and often work closely to develop a plan and provide comprehensive services that address the long-range financial, operational and tax consequences of managing a business or one’s personal wealth. Serving in this capacity, members of the accounting and tax groups offer a complete range of consultative services.

The firm brings this expertise to bear in managing its client relationships. Members offer guidance on matters related to financing, mergers, acquisitions and dispositions, tax and estate planning, and employee and executive benefit planning.


  • Tax Research, Compliance & Planning
  • Multi-State Taxation
  • Representation before Taxing Authorities
  • Tax Compliance & Administration under IRC Section 468(B)
  • Tax Advantaged Investment Planning
  • Multi-Generational Tax Planning
  • Estate Planning
  • Succession Planning

Serving in a business advisory capacity, team members offer suggestions to help privately held companies and not-for-profit organizations operate more efficiently and cost-effectively. With a special sensitivity to controlling costs, they introduce methods of managing cash flow and operating expenses to enhance productivity and produce results that impact the bottom line.

The firm has established banking relationships with financial institutions throughout the mid-Atlantic region. Those solid associations have resulted in increased borrowing capacity for businesses, more favorable interest rates on loans, lines of credit and checking/savings accounts.

Heffler, Radetich & Saitta LLP offers complete employee and executive benefit planning services through its affiliate, HR&S Financial Services. Those services include the establishment of comprehensive and cost-effective group life and health insurance plans, retirement plans, estate and business succession plans and investment plans. Evaluating payroll processing options is another service available to businesses.

Disclaimer: Any US tax advice included in this written or electronic communication was not intended or written to be used, and it cannot be used by the taxpayer, for purpose of avoiding any penalties that may be imposed under the Internal Revenue Code or applicable state or local tax law provisions.

The content of this transmission does not constitute a professional service. Always consult with a competent professional service provider for advice on tax, accounting and other financial matters specific to your situation. If you wish to engage our firm for this purpose, please contact our office.