TAX

We prefer to take a proactive vs. reactive approach to taxes. We like to keep current on tax laws and legislation. Therefore, we can identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:

ESTATE & TRUST TAX PREPARATION

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. Therefore, we will guide you through the complex process of getting your financial affairs in order.

IRS REPRESENTATION

We have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies. This skill comes from our years of experience dealing with many taxing authorities.

SALES TAX SERVICES

Many of our clients are responsible for collecting and submitting sales taxes in many different vicinities. So, we can assist your company in the compilation of information and preparation of sales tax returns in an efficient manner.

TAX PLANNING & PREPARATION

Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.