Back to top

Tax Planning and Preparation

Tax planning and preparation form a winning combination for our individual, business and not-for-profit clients. Whether basic or complex, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.

  • Tax preparation and compliance - Preparation of the appropriate forms to be filed with the IRS and other taxing agencies for business, personal and not-for-profit clients. With our experience, we can guide you through the complicated process of tax compliance.
  • Tax planning and projections - Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall organization strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.
  • IRS representation - During years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.
  • Estate and trust services - Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.