INCOME TAXES AND CONSULTATION >>

We take a proactive approach in providing tax services to our individual and business clients.  We are up to date in new tax laws and legislation and strive to identify key tax planning opportunities that can minimize current and future tax liabilities.  Our tax knowledge combined with the most up-to-date computer hardware and tax preparation and research software allow us to complete the most complicated individual and small business tax returns in a timely and cost efficient manner.

q Preparation and Review of Federal, State and

Local Tax Returns See more >>

q Tax Planning and Consultation See more >>

q Estate Planning for Owners, Executives and

High Net-worth Individuals See more >>

q Business Entity Selection See more >>

q Mergers, Acquisitions and Sales of Business See more >>

q Preparation and Review of Federal, State and Local Tax Returns: 

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:

INDIVIDUALS - Preparation from the easiest to the most complex federal individual income tax returns.

CORPORATIONS - Preparation of Corporate income tax returns including S-Corporations from the smallest of businesses to large consolidated returns.

PARTNERSHIPS, LLC’s, FLP’s - Preparation of Form 1065 for partnerships, limited liability companies and family limited partnerships.

TRUST AND ESTATES - Preparation of federal and state fiduciary income tax returns.

NONPROFIT ORGANIZATIONS - Preparation of Form 990 - the annual tax return for nonprofit entities.

PENSION AND EMPLOYEE BENEFIT PLANS - Preparation of Form 5500 for profit sharing and pension plans.

INTERNATIONAL – Through our affiliation with HLB International™ (See more), we can facilitate International Tax Strategies and Compliance.

q Tax Planning and Consultation:

Our objective is plain and simple, to reduce your taxes to the legal minimum.  Each client’s situation is unique and can be quite complex.  Creative and individualized planning is necessary to realize the full potential tax savings.  Our tax specialists can serve your needs in income, estate and excise tax planning.

q Estate Planning for Owners, Executives and High Net-worth Individuals:

We can work with you to develop and coordinate a strategy to transfer property to your designated beneficiaries in a way that fulfills your goals and objectives, while reducing estate and gift taxes.  We can also work with you to provide for business continuity and succession of ownership in your business.

q Business Entity Selection:

Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company. 

q Mergers, Acquisitions and Sales of Business: 

Operations and major investments require the application of complex and sophisticated tax strategies.  We have many years of experience in advising and facilitating such strategies.