Tax Services

Income Tax Planning & Preparation

With the continuing changes in tax regulations, it can be difficult to stay up-to-date on new tax laws and regulation. Our team identifies areas of tax risk and opportunity as we develop tax strategies tailored to each client’s needs. We keep our clients informed about changes in tax regulations and help them understand the impact of the change. Whether you are a small start-up business, a mature multi-tiered partnership, or a high-net-worth individual, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.

Estate & Trust Tax Preparation

As part of a well-thought-out business succession plan, business owners should also have an Estate and Trust plan in place. With an understanding in Estate and Trust Tax services, we can put your mind at ease, by ensuring that your tax-related financial affairs are in order.  We provide sophisticated estate and gift planning services to transfer assets to your beneficiaries, to provide security for your spouse, and to reduce or eliminate the tax due on the transfer of your business and/or other assets.

IRS Representation

Our years of experience have prepared us to work with taxing authorities so that we can effectively provide IRS representation when it’s needed.