Planning & Preparation

Tax planning and preparation form a winning combination for our successful individual and business clients. Planning is at the heart of our practice. Whether you are an individual, a small business owner or a multi-tiered partnership, our experienced staff will develop a tax plan that takes advantage of the tax law and prepare your return to legally minimizing your tax liability. Our focus is to align your financial objectives with the most advantageous tax strategies in order to achieve optimal tax results.

We provide tax planning and preparation services for:

  • Individuals
  • Partnerships and LLCs
  • Corporations
  • Estates and Trusts
  • Non-Profit Organizations
  • Gifting
  • Foreign Compliance
  • Pension Reporting
  • IRS Representation

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure that our clients are being properly represented before the various federal and state and local tax agencies. Whether it is routine notices or a full examination, our goal is to minimize the likelihood of a tax assessment, and maximize a potential refund.