Income Tax Services
We prefer a proactive vs. reactive approach. We review the new tax laws and legislation, and identify key opportunities that minimize current and future tax liabilities. Because you need tax planning strategies year round, our advice does not end on tax filling day.
Tax planning & return preparation
Planning is essential to your overall strategy. Whether you are an individual or multi-tiered partnership, we take advantage of new tax laws and legislation to your benefit. Our state-of-the art software accurately prepares returns for individuals, corporations, partnerships, LLCs/LLPs, trusts, and estates. We advise on divorce and support issues and the tax effects of buying/selling a home or business.
Effective estate and gift planning facilitates orderly transfer of assets to beneficiaries and can reduce or eliminate taxes due on transfers of businesses and other assets. We guide business owners through the complex process of continuity and succession of ownership.
IRS & state representation
With a quarter century of experience dealing with many taxing authorities, we have earned a high level of credibility and competence that can ensure our clients are properly represented before various federal and state agencies.
The above services are really only part of the story. Let’s Talk.