TAX SERVICES

We view our relationships with our clients as ongoing partnerships, and we pledge to provide you with quality, up-to-date tax return preparation and advice, whatever your tax planning and preparation needs. We are committed to helping our clients realize savings through efficient tax compliance and effective tax planning. Here are just some of the specialized tax services available to clients, whether our client is an individual, partnership, corporation, estate or trust:

Tax Return Compliance

With our high-level of technical expertise and thorough understanding of federal and state tax laws, our clients are assured that their tax returns are prepared accurately, efficiently and on a timely basis.

Tax Planning and Projections

We assist with all aspects of of income tax planning, including implementing effective federal and state income tax strategies that allow an individual or entity to maximize tax savings, increase profits, manage cash flow and increase net worth.

Business Succession Tax Planning

We advise closely held businesses on ways to ensure that their business will continue to prosper when owners or key personnel are no longer able or willing to lead the company. Proper business succession planning preserves family and business legacies while also planning for potential tax consequences resulting from a substantial change in business leadership and/or transfer of ownership.

Transactional Structuring

We help businesses structure specific transactions in the most tax-efficient manner. In addtion, we help businesses minimize the tax impact and take advantage of tax opportunitites by advising them on appropriate and advantageous ways to structure business acquistions, sales or mergers.

Audit and Appeal Representation

Our tax professionals understand the dispute resolution process. We possess the expertise and experience to represent taxpayers before the Internal Revenue Service as well as state tax authorities with respect to all types of tax issues under audit and/or appeal.