Tax Services
Individual Tax Services
Our tax services go beyond the preparation of tax returns. Our commitment in the individual tax area is to work with you throughout the year to proactively identify tax planning strategies. The goals being the minimization of current and long term income taxation. We believe that creativity and innovation will enable our clients to choose among alternatives to best meet your tax and financial objectives.
Corporate/Partnership Tax Services
Our team of dedicated tax professionals has a broad range of skills, knowledge and experience in the various business entities. Whether a complex multi-tiered, multi-state C Corporation, real estate partnerships, LLCs, large privately held S Corporation, or your basic small business entity, our team can provide the compliance and consulting services that fit with your strategic tax plan.
Estate & Trust Tax Services
Tied closely to effective long term tax planning is estate and trust planning. Working closely with our clients (and their family members), their investment advisors and attorneys, our estate and trust team focuses on making sure your short term and long term wealth transfer goals are met.