Services: Tax

Tax services constitute the largest segment of our business.  We commit substantial resources to research materials, compliance software, and planning tools.  Our job is to interpret tax laws in favor of you, our client.  We want you to pay the least amount of tax required by law.

The following is a brief list of tax services we offer to individuals and businesses:

Personal Tax Services

·        Tax return preparation

·          Income tax planning and projections

·         Planning for new and proposed tax laws

·        Transaction planning (i.e. sale of a business, asset purchases)

·        Tax planning associated with investments

·        Tax issues related to retirement plans

·        Tax research related to complex issues

·         Estate and gift tax planning

·         Audit representation

Business Tax Services

·         Tax return preparation

·         Tax planning and projections

·         State tax planning

·         Sales and use tax planning and representation

·         Transaction planning related to business opportunities

·         Choice of business entity structure

·        Tax research related to complex business issues

·          Audit representation