Tax planning is an essential element of the tax preparation process. We prefer to take a proactive vs. reactive approach to tax planning services. By making tax planning part of your overall business strategy, and keeping current on the new developments in the tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:
- Tax planning
- Return Preparation for Individuals - Corporations - Partnerships - LLCs/LLPs - Estates, trusts & gift - Not-for-profit organizations - International Taxation - Sales Tax
- Federal & State Taxing Authority Representation
- Marriage, Divorce and support issues
- Tax effects of starting/buying/selling a business
- Tax effects of buying/selling/leasing real estate
- Tax effects of Retirement Withdrawals
Tax planning and tax forecasting services for individual and small business clients is a core competency of the firm. Effective tax minimization begins with long-term tax strategizing to establish overall objectives and is maintained with conscientious and consistent annual tax forecasting and mid-year tax planning.
Our qualified and dedicated staff can assist you with your tax planning needs.
