top of page

Tax Services - Corporate & Individual

Our firm offers a full range of tax planning and compliance services. We will work with you year-round if necessary in order to minimize your total tax burden. Our firm also prepares all federal, state, and local tax returns for individuals and businesses. 

Tax Planning

Tax planning is an essential element of the tax preparation process and your overall business strategy. Our experience, combined with access to the most current new developments in tax law, can help you minimize your current and future tax liabilities. 

Estate, Trust & Gift Tax Preparation

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order. 

Tax Preparation

Our significant investments in computerized tax preparation and research software enable us to accurately and efficiently prepare returns for various types of entities; including individuals, corporations, partnerships, trust, estates, and non-profit organizations. 

bottom of page