Tax Planning & Preparation Services

Managing income taxes plays a significant role in our clients’ financial lives and business operations. We recognize that clients expect not only accurate and timely compliance with federal and state tax laws, but also real solutions for their tax challenges. That’s why our highly trained tax professionals have the resources and experience to proactively identify and leverage tax planning opportunities to provide added value to meet our clients’ financial objectives.

All significant financial transactions have direct or indirect federal and state tax consequences.  Accordingly, constant communication with our clients throughout the year goes hand in hand with sound tax planning advice.

Our professional services include:

• Tax planning for high net worth individuals
• Choice of business entity selection for start-up businesses or joint ventures
• Tax consulting for structured business transactions, including like-kind exchanges
• Multi-state tax planning and compliance
• Estate, gift, and trust tax planning
• Income tax preparation for individuals, corporations, trusts, and non profit organizations
• Audit representation before the Internal Revenue Service and at the state level
• Property tax services
• Corporation and partnership reorganizations/restructuring
• Tax aspects of bankruptcy debt workout planning
• Research and development credits
• Executive compensation planning
• Divorce planning