Tax Planning & Services

We can help you minimize your tax liability and stay compliant with the latest regulations.

Tax Preparation

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, corporations, partnerships, trusts, estates, and not-for-profit organizations.

Tax Planning

Tax planning is an essential element of the tax preparation process. Use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.

Sales Tax Services

Many of our clients are responsible for collecting and submitting sales taxes in many different vicinities. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.

Tax Planning and Preparation

Tax planning and preparation form a winning combination for our clients. Whether you are an individual or a multi-tiered partnership, we can develop tax strategies that take advantage of new tax laws and legislation.

Estate & Trust Tax Preparation

Effective estate and gift 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.

Tax services

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.

IRS Representation

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.

Compilations

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company’s profitability and efficiency. We can prepare compilations which are sometimes required in certain business situations.

Payroll Services

As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system.