Services
If you’re looking for a tax service that will focus on your individual needs and always treat you like a human being who matters, that’s us. We are large enough to offer a full range of professional tax services, but small enough to give you the individual attention that you deserve.
We will thoroughly and conscientiously study your personal situation and tailor our advice to your specific needs.
Tax Preparation & Planning
Effective tax preparation and planning can help you to minimize your future tax liability. Besides working on your current personal tax filings and issues, we can help you proactively manage both your personal and any business tax issues. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you, and we are constantly identifying new ways to reduce federal, state and local tax liabilities.
IRS Representation
An IRS audit can be an intimidating and complex process. If you (or your business) face an IRS audit, we can bring to bear years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities.
Whenever there is a question or a letter from the IRS that needs to be clarified or straightened out, we can represent you and reach a solution that is as beneficial to both sides as possible.
Estate & Trust Tax Preparation
Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. We can work with your legal counsel to help you to structure your estate and trusts to minimize taxes and ensure the smooth transition to your heirs. We are available to handle all estate and trust tax-related matters.
Business Services
The business entity — LLP, LLC, sole proprietorship, partnership, corporation, etc. — that you select for your business has enormous financial and tax implications. It is important that you make the right decision. We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.
State and local tax authorities are [ALSO] looking to maximize sales tax collections. We can help you understand and manage your [BUSINESS] sales tax obligations and prepare sales tax returns in an efficient and timely manner.