Tax Compliance & Planning

proactive vs. reactive

We prefer to take a proactive vs. reactive approach to tax services, which begins with learning about your business and your goals. We stay current on new federal and state tax laws in order to identify key planning opportunities that minimize both current and future tax liabilities. We apply tax legislation to our year-round planning for individuals, partnerships, limited liability companies, corporations and not-for-profits.

Tax Services offered include, but are not limited to:

  • Income tax planning
  • Tax preparation for Federal, States and Local municipalities
  • Estate, trust and gift tax planning
  • Litigation services
  • State Nexus studies
  • Property Tax exemptions
  • Personal Property Tax analysis
  • Taxing authority / IRS representation
  • Divorce and support issues
  • Purchase / Sale of business
  • Mergers and acquisitions

Year-round planning for individuals, partnerships, limited liability companies, corporations and not-for-profits.

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