By utilizing our combined experience of over 40 years. we offer comprehensive tax services, including preparation, planning, and representation services. We have significant experience in the areas of individual, corporate, and gift and estate taxation.
PREPARATION
Our clients range in size from high net worth individuals to small-mid size business owners, and large corporations. We also work with foreign investors who invest in the United States to prepare non-resident individual tax returns.
PLANNING
We believe one of the most critical parts of the tax filing process in during the planning phase. We meet with our clients to understand their individual facts and circumstances, and to implement strategies which would minimize their overall tax burden. During the planning process we also discuss any planned or passed legislation which would impact their situation, and how best to approach them.
For new and existing business owners, the planning process also entails entity selection during which we consider things such as industry standards, liability considerations, double taxation, and financing options.
As business mature, we provide planning services for business acquisitions, dispositions, and expansion. We provide assistance to investors in real estate transactions such installment sales, 1031 exchanges, and preparing financial statements to secure financing.
REPRESENTATION
Should our clients request representation before Federal or State tax authorities, we provide assistance to a wide array of inquiries such as income, franchise, and estate tax.
For business owners we have represented them for matters such as property, payroll, sales and other tax issues which fall under State or Local taxation authorities.