Tax Services

We work closely with our clients not only to ensure compliance with tax laws, but to help them pay no more than the law requires.

  • Income, gift and estate tax planning – Consultations to help you arrange your business and personal financial affairs to reduce your total tax bill
  • Tax analysis – Consider the tax implications of an anticipated financial move
  • Tax return preparation for all entity types at the federal, state, and local levels
    • Corporations
    • Pass-through entities – S-corporations, partnerships, limited liability companies (LLC)
    • Development, health care, legal, and other professional practices
    • Not-for-profit/tax-exempt entities
    • Estates and trusts
    • Gifts
    • Individuals with business, rental or investment reporting
  • Multi-state tax return preparation
  • Electronic filing service included
  • Effective representation in tax examinations
    • Mail, telephone, and face-to-face representation before
    • Internal Revenue Service,
    • State Departments of Revenue, and
    • Local taxing authorities
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