Professional Tax Services

As regulatory compliance for TAXES continues to evolve, we are committed to provide professional planning and preparation services, to support the growth of our individual tax clients networth, as well as the necessary tax planning to support the various operating cycles of your Enterprise. Including:

  • Planning and preparation for individuals with multiple business and investment interests
  • Representation before the IRS and state regulatory agencies
  • Planning and preparation for Corporations, Partnerships, and Limited Liability Companies
  • Estates and Trusts
  • State and Local Tax strategies
  • Executive Compensation Planning

We recommend our professional tax services for clients who:

  • will report income over $100,000
  • need tax-saving advice
  • are considering tax-saving investments
  • are self-employed or business owners
  • have children in college
  • have significant or unusual transactions
  • have multiple state tax returns