TAX

  • Grow your business, not your tax bill

    Our experienced tax department works tirelessly to navigate new tax laws and legislation so you can focus on running your business and your life. Proper tax preparation begins at the start of the year, not the end, with proper planning from start to finish. We work with clients to implement the strategies needed to save tax dollars and help you use profits to grow your business, not your tax bill.

  • CORPORATE AND PARTNERSHIP INCOME TAX PLANNING AND PREPARATION

    • Preparation of federal, state, and local income tax returns
    • Assistance with selection of entity type and method of accounting
    • Assistance with sales tax and payroll tax compliance
    • Assistance with business registration
  • INDIVIDUAL INCOME TAX PLANNING AND PREPARATION

    • Preparation of federal, state, and local income tax returns
    • Assistance with financial decisions to limit future tax liabilities
    • Coordination with financial planners and other professionals
    • Analysis of multi-state or international tax issues
  • ESTATE, TRUST, AND GIFT

    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. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

  • NONPROFIT ORGANIZATIONS

    • Preparation of federal Form 990 and state information returns
    • Compliance to maintain 501(c)(3) status
    • State annual registrations
  • AUDIT, EXAMINATION, AND NOTICE ASSISTANCE

    Our experienced team of tax professionals ensures our clients are being properly represented before the various federal and state taxing agencies.

    • We help clients reduce or eliminate penalties and interest
    • Respond to IRS or State notices
    • Work with collections departments
    • Prepare Offers in Compromise to significantly reduce or eliminate
      back taxes
    • Assist with penalty abatement
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