TAX PLANNING

Whether you own your own business, are nearing retirement, or have just started a new career, tax planning can help to minimize both your current and future tax liabilities. We maintain current tax research libraries and
software in order to advise you of your options. Tax planning can include:

1. Pension plan evaluations.
2. Business entity selection.
3. Business succession planning.
4. Retirement planning.
5. Divorce and support issues.
6. Buying/selling a business assessment.


Return Preparation

We do not look at tax preparation as a once-a-year task, but rather, a process that includes conversations with clients throughout the year. We understand that every tax return is different and we have the proper resources and experience to ensure that you receive accurate, timely and professionally prepared federal and state returns with analysis. We have experience in preparing returns for various types of entities including:

1. Individuals.
2. C-Corporations.
3. S-Corporations.
4. Partnerships.
5. LLC’s.
6. Estates.
7. Trusts.
8. Non-profit organizations.

Taxing Authority Representation

Notices from state and federal taxing authorities can be overwhelming for someone without expertise in taxation. We can assist you in understanding the notice and guide you through the procedures by writing a letter explaining your argument, acting as POA in conversations with the IRS, or even as advocating for you in court procedures.