Tax Planning

Tax planning involves an analysis of your financial information (personal and business) with the objective of reducing and/or deferring the amount of income taxes paid. The focus of tax planning should be tailored to your specific circumstances and goals.  It is forward-looking but can also often yield immediate tax savings. There are planning strategies for all types of taxpayers including individuals, corporations, partnerships. Plan now to sell your company in five years and pay ZERO tax.

  • Entity Structuring
  • Qualified Small Business Stock-§1202
  • Estate Planning
  • Succession Planning
  • Tax Deferral Strategies
  • Multi-State Tax Strategies

Tax Consulting

Tax law is complex and frequently changing.  Huge corporations have extensive tax departments or Big 4 accounting firms to make sure they stay up to speed.  We can do the same for you. Our experienced team will guide you with how to best structure the purchase or sale of a company, what reporting is required when you or your company own assets outside the U.S., if you qualify for a R&D tax credit, handling IRS issues including back taxes owed or unfiled returns, and specialized tax considerations when dealing with family-owned businesses.

  • Buying or Selling a Business
  • International Issues for US Taxpayers
  • Specialized Tax Credits and Incentives
  • IRS Representation and Controversy Work
  • Family Offices

Tax Preparation

Our experienced CPA’s and staff members have prepared thousands of income tax returns of nearly every conceivable kind, federal and multi-state.  The tax return represents the culmination of your tax planning and is your representation to the IRS of your compliance with the tax laws. It is our duty to help you present an accurate return, taking advantage of every deduction and credit to which you may be entitled, while minimizing your risk of incurring penalties for filing late, paying late or failing to file required information returns.

  • Partnerships/LLC’s
  • Corporations
  • S Corporations
  • Trusts
  • Estates
  • Individuals
  • Federal/Multi-State/International


Questions? Schedule a meeting with our team to learn more about our services and discuss the scope of your project.