Tax Services

Corporate and Partnership Tax Planning

Almost every major aspect of an entity is impacted by taxes. Whether to incorporate, when to make certain capital investments, and how to manage inventory are not only business decisions, but tax decisions as well. Our tax professionals can advise you on the best course of action in the following areas:

• Incorporations
• International, Federal, State and Local Tax Consulting
• Multistate Tax Filings and Compliance
• Tax and Accounting Methods
• Mergers and Acquisitions
• Reorganizations and Recapitalizations
• Business Succession Planning
• Buy-Sell and Redemption Agreements
• Liquidations

Individual Tax Planning and Estate Planning

Our job is to make recommendations to reduce the income tax you will pay over the years and to maximize the financial resources available to you now and at retirement. We offer specialized services related to individual tax planning including:

• Personal Tax Planning
• Family Income Consulting
• Retirement Plan Distributions
• Estate, Gift and Trust Planning
• Separation and Divorce Tax Planning
• Business Valuation

Return Preparation

• Individual Income Tax Returns
• Corporate Tax Returns
• Partnership/Limited Liability Company Tax Returns
• Estate and Trust Tax Returns
• Gift Tax Returns
• Employment Benefit Plan Returns

Tax Representation

Our CPAs are qualified to represent you before the Internal Revenue Service and other taxing authorities.