Tax planning and preparation combine to form a winning combination for our successful individual and business clients. Whether you are an individual or a business, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation. By keeping current on these tax rules, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities.
Over our years of experience dealing with many taxing authorities, we have achieved a level of competence that ensures that our clients are being properly represented before the various federal and state tax agencies.
Because of our firm's structure, our clients benefit by getting personalized, quality service that is beyond comparison. Our tax services include but are not limited to:
- Tax planning and return preparation
- Estates, trusts and gifts
- Not-for-profit organizations
- Taxing authority representation (IRS, state, etc.)