Professional Services

Tax Services

The tax law is highly complex and specialized; our tax specialists' expertise is the result of extensive training and leadership roles in national and state organizations. We will provide you with the superior analytical and technical skills, as well as proven problem-solving experience in a professional, responsive end-result manner.

We utilize ProSystem F/X software for projections, modeling and compliance taxes. The software gives us the planning capability in every state, and at the federal level.

Our services include:

• Individual Taxation
• Corporation Taxation
• Mergers and Acquisitions
• Estate and Trust Planning
• IRS Audit Management

Individual Taxation

We provide our individual clients with the preparation of their tax returns at the federal, state and local levels. We will also provide current and long-range planning, college financial aid planning, personal retirement planning and estate and gift planning and reporting.

Corporation Taxation

We prepare and file the returns for C and S Corporations, LLPs, LLCs family-owned business, partnerships, sole proprietorships at the federal, state and local levels. We analyze prospective transactions and their tax implications perform valuations of closely held businesses, compliance and other related matters.

Mergers and Acquisitions

We provide creative solutions to the tax dimensions of these transactions.

Estate and Trust Planning

We keep our clients updated on any revisions in the Internal Revenue code regarding estate tax provisions. We counsel on how a client may qualify an estate for maximum tax savings. We assist with the preparation of federal estate and gift tax returns, estate and trust income tax returns, post-mortem tax planning and assistance to a surviving spouse and/or other heirs.

IRS Audit Management

We provide representation and negotiate on behalf of our clients with the Internal Revenue Service and other government agencies. We resolve audit issues and where required represent our clients on tax appeals. We also respond to all tax related compliance inquiries on behalf of our clients.