Tax Services

We prefer to take a proactive vs. reactive approach to tax services. By staying up-to-date 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 our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:

  • Tax Planning & Return Preparation
  • Estate & Trust Tax Preparation
  • IRS Representation

Tax Planning

Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.

Tax Preparation

One of our main objectives is providing tax services that are constructive and concise. Tax planning problems of closely held corporations/shareholders, and of corporate executives, are areas in which our firm is especially knowledgeable. That same expertise is applied to all our business clients (including nonprofit organizations) by having a tax specialist assigned to every major corporate client as part of the planning team, allowing them to become as familiar as possible with key client personnel and with ongoing business affairs. Certain members of our staff also have estate and trust expertise, which is essential to providing the full tax services a client needs.

Our diversified experience enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.

Estate & Trust Tax 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 can guide you through the complex process of getting your financial affairs in order.

IRS Representation

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before various federal and state tax agencies.