Tax Services

Our tax services fall into two broad categories. The first is tax compliance – preparing and helping you file your federal and state tax returns. The second is tax planning and consulting – not just putting numbers on forms, but devising strategies that impact what those numbers will be. This requires us to stay in touch, understand your business or personal tax situation, and develop a customized plan that helps minimize and/or defer your taxes. Our tax services include the following:

  • Tax planning for businesses and individuals
  • Estate and personal financial planning
  • Tax return preparation, including multi-state and international returns
  • Representation with taxing authorities
  • Corporations, Partnerships, Limited Liability Companies, Estates and Trusts
  • Stock option tax planning
  • Retirement Planning and Consulting