TAX SERVICES

TAX SERVICES

We provide comprehensive tax services for businesses, individuals and non-profit organizations, whether your needs are simple or complex.

  • Tax return preparation
  • Tax strategy and planning
  • International Tax Issues
  • IRS dispute resolution
  • Tax controversy
  • State & Local Tax

We look forward to the chance to work with you. If you’re in the process of selecting a firm for tax services or just have some questions, we’d enjoy hearing from you.

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Fee Schedule

Pricing is listed for most business and individual tax scenarios.

Security

The security and confidentiality of your information is very important to us.

Business Tax

We work with Partnerships (LLC and LLP), C Corporations and S Corporations on their business tax return planning and preparation. As a strategic partner, we manage the process of completing Federal and State forms, including 1120, 1065 and 1040 with Schedule C. Many of our clients also rely on us to handle payroll and sales tax services.

Business owners often spend significant time compiling the information necessary to prepare the year-end tax return. We can reduce that stress by providing the financial statement clean up that is often required.

Individual Tax

We offer tax preparation, strategy and planning for individuals and families like yours, including sole proprietorships and small businesses, multi-state tax situations, high net-worth individuals, expatriates, complex investments and rentals.

The strategy and planning process may include:

  • Year-end planning
  • Multi-year projections
  • Investment planning and capital gains
  • Estate and gift tax planning
  • Retirement planning
  • Family-owned business succession planning
  • Charitable giving planning
  • Education funding
  • Expatriate issues
  • Minimizing AMT impact

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Next Steps...

Contact us to learn more about how we can help simplify and streamline your organization’s financial operations and systems so that you can stay focused on your mission.