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.
What We Offer
We prefer to take a proactive — not reactive — approach to your taxes. 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. We provide our individual and business clients with the expertise that they deserve — throughout the year. Tax services offered include:
- Tax planning & return preparation
- Estates, trusts & gift
- Not-for-profit organizations
- Taxing authority representation
- Divorce and support issues
- Tax effects of buying/selling a business
Estate & Trust Tax Preparation
We can guide you through the complex process of getting your financial affairs in order. With our effective estate and gift planning assistance, assets will be transferred to your beneficiaries in an orderly way. We can help provide security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business or other assets.
IRS and State Representation
We have over fifty years of experience interacting with taxing authorities. We have achieved a level of competence that ensures our clients are properly represented before the various federal and state tax agencies.
Need tax advice? We're here to help.
Did you know
We also have experience helping our clients with the following:
- Mergers & acquisitions
- Asset protection
- Investment review
- Litigation support
- Cash flow forecasting
- Employee benefit plans
- Expert witness services
- Internet commerce