Business Tax Services
- Federal Income Tax Returns
- State Income Tax Returns
- State Franchise Reports
- Sales and Use Tax Reports
- Other State Returns
Individual Tax Services
- Federal Income Tax Returns
- State Income Tax Returns
Other Tax Services
- Estate/Trust Tax Returns
- Non-profit Tax Returns
We provide assistance with a wide range of tax issues affecting
the planning, reporting and support of tax positions for individuals,
fiduciaries, corporations, joint ventures, partnerships and
limited liability companies. We provide three core areas of
tax service: strategic and transactional analysis and planning,
compliance and reporting, and pre and post transaction advocacy
and support.
Planning
Our CPA Advisor services offer insight and guidance on the
tax aspects of selected transactional matters and strategic
planning for individuals, fiduciaries, partners and business
owners. We provide advice in connection with the formation,
acquisition, reorganization or dissolution of diverse entities,
such as corporations, partnerships, limited liability companies
and trusts.
Our other tax planning activities
include:
- Procedural and Compliance Issues
- Payroll Matters Including:
- Self-Employment Taxes
- Social Security Taxes
- Employment Taxes
- Income Apportionment and Nexus Issues
- Stock Option and Employee Benefit Consulting
- Tax Planning and Counseling for Trusts and Estates
- Tax Valuations
- Estate and Gift Taxation
- Tax Loss Utilization Planning
- Sales and Excise Tax Issues
- Business Succession Planning
Compliance
Due to constantly changing and complex tax laws, regulations,
rulings, and court decisions, it is difficult for most taxpayers
to accurately prepare their tax returns. We constantly update
and expand our tax knowledge to ensure a current and comprehensive
understanding of the rules and related reporting requirements.
Our tax professionals working with state of the art software can efficiently
process tax returns for individuals, corporations,
partnerships, estates, and trusts in all jurisdictions.
Advocacy
As our client's tax advocate, we are prepared to assume a
pro-active leadership role in the client's tax planning process.
When appropriate, we coordinate the related efforts of a client's
legal, insurance and other consultants. We also resolve disputes
involving tax payments, assessments or refunds as well as
assist and represent clients with audit controversies involving
all taxing authorities.
Our business tax services include:
- Coordinating with personal tax planning
- Organizing your chart of accounts to make end of the year
tax filing easier
- Setting up small business profit sharing and retirement
plans, including simplified employee pension plans (SEPs)
Our estate planning
services can:
- Reduce or eliminate tax due on the transfer of a business
or other assets
- Provide the orderly transfer of assets to beneficiaries
- Ensure business continuity and succession of ownership
- Provide security for a surviving spouse
Our tax services include the preparation of individual, trust,
and estate tax returns, as well as help setting up IRA, Roth
IRA, and simplified employee pension plans (SEPs).
We represent clients before the Internal Revenue Service
and other taxing authorities, helping to resolve tax issues
and negotiate settlements.
With significant changes in the tax code this year, there
are more opportunities to save money. We particularly enjoy
helping you.
- Find every possible deduction
- Utilize effective tax planning to minimize taxes
Over the years we have developed a reputation for turning
around work quickly and getting back as soon as possible when
clients call with questions.
For your convenience, we make tax-related material available
on our Web site, including federal
and State Tax forms and tax alerts. |