We believe in taking a proactive vs. reactive approach to tax services.
By keeping current on new tax laws and legislation, we’re always in a position to identify key tax planning opportunities that minimize both your current and future 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
- Estates, trusts & gift
- Not-for-profit organizations
- Taxing authority representation
- Divorce and support issues
- Tax effects of buying/selling a business
Tax Planning and Preparation
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.
We’ve worked closely with federal and state taxing authorities for many years. Which means we can help you resolve issues quickly, while providing a high level of advocacy and support.
Estate and Trust Tax Preparation
As you know, providing for business continuity and succession of ownership is absolutely essential. We can guide you through the complex process of getting your financial affairs in order. All of which will ensure the orderly transfer of assets to your beneficiaries, provide security for your surviving spouse, and reduce or eliminate the tax due on the transfer of your business and other assets.