Our firm offers a wide range of services to our individual and business clients. Being a relatively small firm, we are able to offer our clients personalized quality service. Below, we have listed the services that we offer to our clients along with a brief description.
As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed.
Tax Services
Individual Tax Preparation
Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for individuals in all tax situations.
Corporate Tax Preparation
We have extensive experience in preparing tax returns for Corporations, S Corps, and Non-Profits, so you can feel confident that every possibility will be considered.
Trust Tax Preparation
Effective gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.
Partnership Tax Preparation
We understand that partnerships often require a different approach. We will work with you on the preparation of your partnership's 1065 and your individual Schedule K1's to make sure that the process is complete and painless.
Consulting Services
Tax Planning
Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.
Business Entity Selection
Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.