Tax

Are you taking advantage of beneficial tax laws?

Tax planning is an essential component of wealth preservation for individuals and businesses. By keeping current on new tax rules, legislation and the latest industry trends, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities.

Our proactive approach focuses on minimizing taxes and maximizing finances.

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 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 planning and return preparation. We prepare tax returns for:
    • Individuals
    • Corporations
    • Partnerships
    • LLCs/LLPs
    • Estates, trusts and gifts
    • Not-for-profit organizations
  • 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.