Services
If you’re looking for a firm that will focus on your individual and business needs, and always treat you like a client who matters, look no further. Our firm has the experience and resources to offer a full range of professional services with the attention that you deserve.
Business Consulting
As a true business partner, we are available to help you deal with your business problems or opportunity. We stand ready to engage in business consulting projects to help you make the right decisions for the future of your business. Whether you face questions related to expanding, selling or restructuring your business, we have the necessary business capabilities to help you make the right decisions or will refer you to the consultant, attorney or 1031 accommodator best suited to your needs.
Business Entity Selection
The business entity – sole proprietorship, LLC, S corp, C corp etc. – that you select for your business has enormous financial and tax implications. It is important that you make the right decision. We can explain your options and the implications of the entity choice that you should consider. As your business grows and changes, the type of business entity you choose may need to change also.
Estate & Trust Tax Preparation
Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. We will work with your legal counsel to help you structure your estate and trusts to minimize taxes and ensure a smooth transition to your beneficiaries. We are available to assist you with the filing requirements of fiduciary, gift tax or estate tax returns.
IRS Representation
An IRS audit can be an intimidating and complex process. If you or your business face an IRS or State audit, we can bring to bear years of experience in dealing with tax matters and audit procedures to ensure that you are properly represented when dealing with audit issues that may arise.
Retirement Planning
Retirement planning is critical in these uncertain times. Whether you are developing a retirement plan for yourself or choosing a retirement plan to offer to your employees, we can help you evaluate the available options. Our focus is on helping you to make the choice that is most appropriate for your own financial situation. If you are choosing a retirement plan for your business, we will assist you with your decision based on the unique characteristics of your business and your employee population.
Tax Preparation & Planning
Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa.
Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.