Tax

We provide expertise in all areas of business and personal tax needs. Taxes are complex. We work on your behalf to develop the best solutions in this ever-changing environment.

Business Tax Services

We provide tax consulting services from smaller start-up companies to larger organizations filing taxes in numerous states. Our tax consulting team provides you with a comprehensive range of proactive planning and tax compliance services to navigate and minimize your overall income tax liability.

Business tax compliance services include:

  • Federal tax returns
  • State & local income tax
  • Sales tax
  • Cash flow enhancement
  • Retirement planning
  • Tax provision calculations & review
  • Tax agency representation

Individual Tax Services

Financial success is often dependent on smart personal tax and financial planning in the face of complex issues. We provide independent personal tax and planning advice for individual taxes, financial planning, retirement planning.

From the simple to the complex, our expertise resides in a range of services we offer, including a complimentary initial consultation to assess your tax situation, filing status and structure. Our services include:

  • Federal filings
  • Multi-state filings
  • Educational planning tax strategies
  • Estate and trust tax planning
  • Gift-tax returns
  • Retirement Implications
  • Strategic tax planning
  • Tax agency representation