We don’t just prepare tax returns. In fact, we believe that the preparation of tax returns is just the end product of a well laid plan. We take a holistic approach to your tax needs. Whether it be advice on new business set up, development of an estate tax plan, or planning throughout the year to minimize taxes. We achieve this by regularly monitoring the ever changing tax code and consistently communicating items that will affect your tax situation. Our first-rate service and technical expertise lead to your goals being met. No stress. No surprises. No substitute.
- Tax Compliance – Preparation of Individual, Corporate, Partnership, Trust and Estate, Gift, and Non-Profit tax returns as well as all Foreign and State reporting.
- Tax Planning – Tax projections, estimated payment calculations, extension payment determination, and strategic planning to minimize tax liability.
- Estate & Trust Planning – Transferring of assets, business succession plans, charitable legacy planning, and planning to minimize Estate tax liability.
- Real Estate Tax Planning – Consultation on like kind exchanges, cost segregation studies, depreciation considerations, opportunity zones, and other real estate strategies.
- IRS & State Tax Representation – Assistance with tax notices and audit representation.
- Entity Selection – Consultation on the appropriate tax entity, set up and structure, and sources of funding.
