Tax Planning & Return Preparation
Through proven tax strategies and long-term planning, we work with you to plan for today and achieve your future goals.
Complex tax codes and new regulations require our tax team to undergo frequent training, education, and stay vigilant regarding state and IRS updates. Accuracy, compliance, and maximum tax savings are our goals in preparing your personal and business returns.
Individual
- Income tax return preparation
- High net worth
- Business owners & entrepreneurs
- Corporate executives
- Family Groups (Including multigenerational)
- Estimated tax payment calculation
- Year-end tax projections
- Foreign reporting
- Multi-state returns
- Fixed asset and depreciation tracking
- Personal property preparation
- Payroll tax return preparation
- Tax controversy
- Representation and management of tax notices and audits
- Utilization of federal and state tax credits
Business
- Income tax return preparation
- Tax projections and planning
- Bookkeeping services
-
Financial statement compilations
and reviews - Cash flow management
- Year end tax projections
- Foreign reporting
- Multi-state returns
- Fixed asset and depreciation tracking
- Personal property preparation
- Payroll tax return preparation
- Tax controversy
- International tax
- State and local tax
- Representation and management of tax notices and audits
- Tax Credits And Incentives
In addition to tax planning and preparation, we also advise and represent our clients with:
- Retirement planning
- Business structuring and re-structuring
- Business transaction analysis (buying/selling/terminating a business)
- Financial statement compilations and reviews
- Real estate investment, like-kind exchanges, etc.
- IRS representation
- Business and transactional matters
- Charitable gift planning & venture philanthropy
- Depreciation and fixed asset acquisition analysis
- Divorce and support consulting
