Tax Services

Our focus is to reduce or defer your tax  liabilities and uncover all potential tax advantages applicable to your unique  situation. We invest substantial resources in continuing professional education  in order to monitor the constantly changing tax regulations and analyze the  affect of the new laws on your personal and business affairs

Tax Returns

Naturally,  we prepare tax returns for businesses, not-for-profit organizations,  individuals, estates, trusts, partnerships, and corporations. Our clients depend  on us to get their tax returns filed correctly and on time.  We consider this a  by-product of good tax planning.  But we also know that care and accuracy are  critical when it comes to IRS reporting. We can e-File your personal return to  reduce the wait for your refund if you so desire. In addition, your payment to  the IRS can be deferred to as late as April 15

Internet Tax Notebook Clients

Click the Tax Notebook icon below to enter your tax notebook information via a secured web site.  We will be notified when you have completed data entry.  We will review the data, import it and complete your tax return.  We will provide a username and password for existing clients.  If you are a new client, please click the Tax Notebook icon below and follow the instructions to create a new tax notebook.  We will contact you when we receive your information.

Income Tax Planning

We  apply the intricacies of the tax laws to Federal and State income tax planning  for individuals, partnerships, corporations, and limited liability companies.  Our clients depend on us to keep an eye on their tax situation during the year,  and we encourage them to keep in touch with us during the year. This allows us  to update their tax situation so that they are not surprised at year-end. It  also enables us to evaluate the tax consequences of certain transactions.  Effective tax planning can save substantial tax dollars and eliminate much of  the guesswork from your future finances . If you are just starting out, we can  advise you of the different forms of ownership and the related tax  consequences

Estate and Succession Planning

We  can help you through the maze of estate planning strategies like Family Limited  Partnerships, gifting options, life insurance evaluation, and various trust  options and alternatives in order to minimize the potential tax burden on your  estate. We can also develop a formal succession plan that will leave no doubt  about who will be in the essential ownership positions of your business in the  future..

Other Tax Services

Retirement Planning

Our  goal is to assist you in becoming better educated as to what assets will be  needed for you to maintain your desired lifestyle in your retirement. We can  help in the following ways:

• IRA  Distribution Planning
• Retirement  Savings Estimation
• IRA  Rollovers
• Roth  IRA Analysis

Mergers and Acquisitions

We  advise sellers in taxable and tax-free mergers and acquisitions.  We perform due  diligence, looking for business risks and exposure, and advise as to the tax  ramifications of the transaction.

Tax Audit Representation

With  years of experience representing taxpayers before the taxing authorities, we  will happily assist you in this area.