Tax Services

We prefer to take a proactive rather than a reactive approach to tax services. Our team’s in-depth knowledge enables us to deliver tailored solutions for both simple and complex tax scenarios. We work to ensure you meet your tax responsibilities while minimizing your overall tax liabilities. Our general tax services include:

• Tax planning and consultation
• Representation before the IRS and state tax authorities
• Tax analysis for special circumstances (e.g., real estate, stock options)
• Multi-state tax compliance
• Tax relief and resolution services
• Divorce and Support Issues
• Tax Effects of Buying/Selling a Business

We offer personalized tax preparation services designed to meet the unique needs of each individual client. Our team of professionals stays up to date with the latest tax laws to ensure that you take advantage of all available deductions and credits. Whether you’re preparing a straightforward return or dealing with more complex tax situations such as investments, real estate, or retirement planning, we are here to minimize your tax burden and help you plan for the future. Our services include:

• Income tax preparation and filing
• Strategic tax planning
• IRS correspondence and audit support
• Tax implications for retirement and investment planning
• Multi-state and local tax filings

We understand that taxes play a critical role in your business operations. Our business tax services are tailored to meet the evolving needs of your business, whether you’re a sole proprietor, corporation, partnership, or LLC. By ensuring compliance and providing strategic tax planning, we help businesses stay on top of their tax obligations while maximizing their tax savings. Services include:

• Corporate and partnership tax return preparation
• Tax planning and consulting to optimize tax positions
• Payroll tax compliance
• Sales tax reporting and compliance
• Assistance with IRS audits and disputes
• Tax strategies for growth, mergers, and acquisitions

Planning for the future is essential to preserving your wealth and ensuring a smooth transition for your heirs. We provide specialized tax services for estates and trusts, designed to minimize tax liabilities and provide peace of mind during what can be a complex process. Our experienced team ensures that your estate plan is both tax-efficient and legally sound. We offer:

• Estate and trust tax preparation
• Tax planning for estate and trust distributions
• Charitable giving strategies
• Generation-skipping tax planning
• Fiduciary tax return preparation
• Guidance on estate and gift tax laws