Tax Services

Our tax planning services are designed to ensure the tax return is the end result of a planned journey. We meet with clients throughout the year to provide timely and proactive advice on emerging business legislation and client-specific challenges and opportunities. Our tax planning services include:

• Federal, State and Local Tax Returns and Compliance for C and S-Corporations, Partnerships, Sole Proprietorships, Nonprofits, Individuals, Estates and Trusts. 

• Tax Issue Analysis and IRS Representation for Dispute Resolution

• Tax Credit and Business Legislation Research

• Organizational Structure Assessments and Entity Conversions

• Consultation on individual and business transactions

• Assistance to secure tax-exempt status

Our team members have practical experience in financial planning and are ready to recommend solutions relevant to today’s issues, including:

• Wealth Management and Estate and Succession Planning

• Business Start-Up and Expansion Planning

• Bank Financing Packages

• Executive Compensation, including stock options, deferred compensation, fringe benefits, non-cash forms of compensation and reportable earnings through Partnerships, S Corporations, Trusts, or other mechanisms.