TAX SERVICES
 

Are you considering selling your business or wondering when you can retire? Maybe you need to know the impact of selling a mutual fund on your personal tax liability. Our tax professionals use their expertise to provide you with relevant answers to your business and tax questions. We provide both tax consulting services and traditional tax compliance services.


Our Tax Consulting Services include:

  • Business and personal income tax planning
  • Strategic analysis
  • Choice of entity analysis (corporation, partnership, LLC, etc.)
  • Planning for multiple entity organizations
  • Mergers and acquisitions
  • Real estate cost segregation studies
  • Negotiation assistance
  • Business start-up
  • Compensation planning
  • Outsourcing of company's tax planning and return preparation functions
  • Estate, gifting, and succession planning


Our traditional Tax Compliance Services include:

  • Tax return preparation and structuring of estimated tax deposits:
    • Income taxes
    • Estate and gift taxes
    • Payroll taxes
    • Sales and use taxes
  • Multi-state tax planning and return preparation
  • IRS and state audit assistance

As your tax advisors, we serve as your advocate and assist you to safely navigate the extensive rules and regulations imposed on businesses and individuals. We provide you with meaningful information to help you make informed decisions and we stand ready to assist you in the event of an examination by regulatory authorities.


Please contact us to request more information about the services we provide.