Create a Tax Plan
Every organization and individual should have a tax plan. We help clients view taxes as a process and not an annual event. Our professionals develop tax plans for clients to maximize the tax saving potential from significant events in their personal and business lives.
Our Services Include:
- Business & Individual Support
- Tax Planning & Risk Analysis at the Federal & State Levels
- Federal, State & Local Return Preparation
- Payroll Tax Filings & Sales Tax Returns
- Estate, Trusts & Beneficiary Taxation
- Wealth Transfer & Gifting Strategies
- Family Wealth Transfer Strategies
- Succession, Transition, & Exit Planning
- Stock Option Strategies
- Divorce & Support Issues
- IRS Communications
How do you know if you are receiving the right tax advice? Let us provide a second opinion. We review your previous returns for missed credits and incentives to examine the potential to defer taxes, recover tax over-payments, or minimize future liability. Our tax return second opinion is done at no-cost.