Tax Planning

Whether our clients are an individual, partnership, or corporation, our experienced team can develop tax strategies that take advantage of new tax laws and legislation. By making tax planning part of our clients’ overall business, personal, and retirement strategy, we can often help them minimize their tax liabilities. In addition, we can assist with advising on tax-planning matters such as the timing of deductions, income projections, bankruptcy, divorce and other pertinent matters.

Tax Preparation

Our CPA’s and accounting staff are extremely knowledgeable in taxation for individuals, corporations, partnerships, and estates and trusts. We make it a priority to enhance our expertise of the current tax law, complex tax code, and new tax regulations through hours of continuing education to ensure all tax returns we prepare are accurate and in sync with the most recent legislation and rulings.

We provide many tax services, including preparation of:

• Individual tax returns
• Trust tax returns
• Estate and Gift tax returns
• Corporate and Partnership tax returns
• Not-for-Profit information returns
• Payroll Tax
• Sales and Use Tax
• Excise Tax