TAX PREPARATION AND PLANNING

Our services include individual tax returns preparation and consulting to our business owners and successful individual clients.   We view our client relationships as ongoing partnerships, and we pledge to provide our clients with quality, up-to-date tax return preparation, and planning.  We stay current with new tax laws, best technologies, new software.  Also, we take the necessary steps to keep your personal information secure.

Our team will minimize your taxes to the extent legally allowed and manage your tax audit risk.  We strive to constantly exceed our client’s expectations and take an interactive approach to client service.  This  results in more time with our team members.  We invest the time necessary to understanding our clients’ and their needs in order to better service them.  We serve as devoted advisors and can coordinate the activities of other advisors, ensuring that we all work toward our clients’ common goals.

We offer a full range of tax preparation and planning services, including following:

• Income tax return preparation and planning, for complex individuals and all entity types

• Estate, gift, and trust tax compliance and planning

• Wealth-transfer and inheritance tax

• Retirement planning

• Wealth management

• Strategic planning for stock option and executive compensation

• Startup entity tax-efficient planning, consulting, and compliance

• IRS and state examination assistance

• Multi-state tax matters