Our Services

Tax planning

Tax planning is a year-round activity. We are creative and give you more flexibility and options to eliminate, reduce or defer tax obligations. With a clear understanding of your business and objectives, we work together to afford you and your business tax savings, which are frequently quite substantial. Our tax planning services help you identify tax rules and regulations that apply to your company and individually in order to minimize federal and state taxes that you or your business may owe.

• Personal financial planning
• Business planning
• Estate, trust and gift planning
• Dispositions of business assets or stock
• Liquidations and distributions
• Deferred compensation and retirement planning
• Pension, profit-sharing and 401(k) plans
• Charitable Trust Foundations
• Tax credits

Tax preparations

We specialize in areas such as corporate tax and transactions, individual tax, estate and gift taxes, non-for profit, sales and use taxes, international taxation, and pension and profit-sharing plans. We are experts in tax preparation and provide our clients with up-to-date knowledge of tax rules and regulations. We also help you take advantage of any tax benefits you, or your business may qualify for.

We provide a full range of services in the areas of estate planning, wealth accumulation, and succession planning. We work with our clients’ advisors, attorneys and financial advisors to help properly plan the future. We focus on what will remain with our clients and make sure that no portion of wealth is unnecessarily lost to income and/or estate taxes.

Compliance

• Tax return preparation for corporations, partnerships, individuals, trusts, estates and non for profits
• International taxation
• Representation before federal, state and local taxing authorities, including tax examinations, filing protests and answering correspondence
• Sales and use tax
• Payroll taxes
• Resolution of tax examinations, notices, desk audits

State and Local

• Review sales tax compliance
• Tax examinations, filing protests and answering correspondence
• Penalty abatements
• Evaluate filing requirements and state nexus issues

Trust Accounting, Gift and Inheritance Services

• Providing assistance fiduciaries with trust and estate administration
• Preparation of gift, trust and estate income tax returns
• Preparation of charitable trust and private foundation tax returns
• Income, estate and gift tax audits