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Tax Planning & Compliance Services

Expertise. Peace of mind. These are the things that you can expect your tax advisor to provide. We view our relationship with each of our clients as an ongoing partnership and strive to provide you with quality, up-to-date tax return preparation and advice. Our professionals keep abreast of current tax laws throughout the year to minimize your tax liabilities and to maximize your future opportunities.

Whether you are an individual or operate a multi-tiered corporation or partnership, in one or in many states, our professionals can accommodate your needs for tax planning and compliance services.

Compliance Services

Return Preparation

  • Individuals
  • Corporations (C & S)
  • Partnerships and LLCs
  • Trusts
  • Estates
  • Gift Tax
  • Exempt Organization
  • Deferred Compensation (Retirement/Employee Benefit Plans)
  • Information returns (for example, Form 1099)
  • Payroll
  • Sales & Use

Tax Controversy

  • Federal and state inquiry and notice correspondence
  • Filing of back returns
  • Representation of existing clients under federal or state audit

Tax Planning Services

  • Tax Projections, single or multi-year
  • Analysis of estate and gift planning
  • Planning for sales or purchases of businesses
  • Like-kind exchange analysis
  • Business entity decisions/changes
  • Analysis of partnership and LLC income tax allocations
  • Planning to minimizing taxes on the exercise of stock options
  • Tax issues surrounding multiple homes and mortgage interest deduction limitations