Tax Planning
Our objective is to alleviate any apprehension you may have regarding your taxes by employing strategies to reduce unforeseen circumstances and minimize your overall tax liability. We meet periodically to align your business and tax strategies and discuss options that may lower taxes for your combined business and personal returns.
Some of the areas where many of our clients have changes and opportunities in their tax planning include:
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Ellen is the firm’s tax practice leader. She has a long and successful track record of helping clients deal with complex tax compliance issues and addressing tax strategies and opportunities. Ellen served over 13 years in a corporate tax department. She achieved the level of Tax Manager before transitioning to a Senior Tax Director position for 15 years at a large US accounting firm. Saggar and Rosenberg welcomed Ellen in 2014; Ellen’s practice at Saggar & Rosenberg focuses on taxes for various entity structures, including closely held businesses and S Corporations. She also has practice focus areas in Government Contracting, M&A, and Multi-State tax issues.
Ellen’s clients appreciate her direct approach to dealing with their issues. They welcome her honest assessment of the situation and her ability to help them work through the various alternatives. Ellen enjoys the unique challenges with each transaction and the opportunity to learn and grow. Also, she practices a “pay-it-forward” approach where she brings learning from previous assignments to future engagements.
Ellen is a graduate of The University of Maryland.
Outside the office, Ellen’s family is her greatest joy. Ellen is fortunate to be part of a large family and wants her three children to value the rich experience that a close family offers. Family activities often center around the table and fabulous meals. Her “happy place” is the beach, and she goes as often as she can.