Tax Planning and Preparation

Our approach to tax services is proactive, rather than reactive. We feel an ounce of prevention is worth a pound of cure, especially when it comes to tax planning. By staying continually current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities.

We provide you with the taxation expertise and knowledge you deserve throughout the year. Tax services include but are not limited to:

  • Tax planning and return preparation for individuals, corporations, partnerships, LLCs, LLPs, estates, trusts and gifts, and not-for-profit organizations
  • Taxing authority representation
  • Divorce and support issues
  • Tax effects of buying or selling a business

Tax Planning and Preparation
Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation. Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.

IRS Representation
During our years of experience dealing with many taxing authorities, we have achieved a level of competence that ensures you’re being properly represented before the various federal and state tax agencies.

Sales Tax Services
Many of our clients are responsible for collecting and submitting sales taxes in many different jurisdictions. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.

Estate and Trust Tax Planning and Preparation
Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We guide you through the complex process of getting your financial affairs in order.

Successful retirement depends on solid planning and periodic review of your financial plan. This will ensure financial independence during your working years and through your retirement years.

For more information on any of the services listed above contact us. We’re happy to take the time to find out about your situation and how we might be of assistance.