We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:

• Tax planning & return preparation
• Individuals
• Corporations
• Partnerships
• LLCs/LLPs
• Estates, trusts & gifts
• Taxing authority representation

Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, trusts, estates, corporations, partnerships and LLC's/LLP's.

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. We can guide you through the complex process of getting your financial affairs in order.

For clients with substantial assets, providing client services is more than dealing with the tax laws. In addition to handling the financial aspects that a family may require, we also help to deal with the administration complexities that wealth and multiple family entities bring. We facilitate family meetings, that can include multiple generations, so all members are aware of the information that is appropriate to their level.

Due to our diverse client base, we encounter a wide array of financial and tax issues. As a result, we have gained valuable experience over the years in numerous specialized areas. We feel our ability to provide such a variety of services reflects our versatility and competency, as well as our dedication to quality client service.