Tax Services

Our clients turn to us for expert assistance to minimize their tax liabilities.

We keep our clients up to date on the latest tax savings strategies and on recent changes in tax laws, in personal consultations and tax update letters.

We prepare returns for corporations, partnerships, limited liability companies, individuals, non-profit organizations, employee benefit plans, fiduciaries, and estates.

We work with our clients to gather the necessary information required to prepare complete and accurate tax returns.

In addition, we perform tax planning services for our clients. We work with our clients throughout the year to minimize their tax liabilities – federal, state, and local.

The following is an outline of the tax services available to our clients:

• Tax Return Preparation
• Tax Planning
• Representation and Negotiations with Tax Authorities
• New Business Tax Elections
• Choice of Entity Type
• Estate Planning
• Executive Tax Planning
• Business Succession Planning
• Family Business Ownership Transfer Planning
• Planning for Buying and Selling Businesses
• Mergers and Acquisitions of Business
• State and Local Taxation
• Property Tax and Industrial Facilities Tax Exemptions
• Multi-state Taxation Issues
• Compensation Strategies for Key Employees
• Stock Based Compensation Plans
• Cost Segregation Studies
• Research and Development Tax Credit Studies
• International Taxation