Tax

Are you taking advantage of beneficial tax laws?

Tax planning is an essential component of wealth preservation and wealth management for individuals and businesses. Most of the financial decisions made by individuals and businesses have an impact on taxes. By keeping current on new tax rules, legislation and the latest industry trends, we are in a position to identify key tax planning opportunities and strategies 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. Our goal is to make the tax preparation process as easy as possible and help you reduce taxes and take advantage of credits and deductions so that you can keep more of your earnings and better invest for your future.

Our tax services include, but are not limited to:

  • Tax compliance and reporting. We prepare tax returns for:
    • Individuals
    • Corporations
    • Partnerships
    • LLCs/LLPs
    • Estates, trusts and gifts
    • Not-for-profit organizations
Tax Preparation

Our proactive approach focuses on minimizing taxes and maximizing finances.

  • Tax planning including guidance on:
    • Choice of business entity
    • Employee benefit plans/ retirement planning
    • Stock option exercise and planning
    • Tax deferral strategies
  • Tax resolution services and taxing authority representation. We assist individuals and businesses who have received notice from the IRS or a state or local jurisdiction about a potential tax problem.
  • Divorce and support issues. We advise clients regarding the tax implications of dividing marital assets, spousal maintenance and child support.
  • Tax effects of buying/selling a business. We help clients identify the relevant tax implications and determine appropriate strategies, such as an asset sale versus stock sale.
  • Foreign information reporting. We help clients with the complex compliance reporting rules of foreign assets, including foreign bank account reporting, foreign gift reporting, and reporting of investments in foreign partnerships and corporations.

If you need assistance with tax preparation or want to discuss how we can help you minimize your tax liability, contact us for a consultation.