Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service. Below we have listed the services that we offer to our clients along with a brief description. As the list is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.
|Tax Services||Consulting Services|
By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities.
Tax Planning & Preparation
Tax planning and preparation form a winning combination for our successful individual and business clients. We strive to meet each client’s specific needs in planning for the future and achieving their goals in the ever-changing regulatory environment of taxation. Whether you are an individual, partnership or a corporation, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.
Tax planning is an essential element of the tax preparation process. By making tax planning part of your strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities, while maximizing your cash flow and keeping you on track to your financial goals.
Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporation, partnerships and fiduciaries.
An IRS audit can be an intimidating and complex process. Whether it is a correspondence or field audit, professional representation can be vital during an audit and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries at bay.
Estate & Trust Tax Preparation
Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries and provides security for your surviving spouse.
We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following is just a few of the areas in which we provide consulting services:
- Business entity selection
- Divorce and support issues
- Tax effects of buying/selling a business
- Tax effects of buying/selling real estate
- Taxing authority representation
- Estate, trust & gift planning
This section provides you with current newsletter articles, as well as an archive collection that you may find useful and informative. In addition, we provide our clients with an annual year-end tax planning newsletter which is usually mailed mid-November.
We provide our individual clients with a tax organizer to assist them in gathering the necessary information for the preparation of their personal tax return. The organizer is mailed in January and is also available electronically if preferred.