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Tax Services


Exit Planning Strategies
- in exiting your business there are many options—pass the business on to your children or family, sell the business to your key employees, bring in an investor who will eventually buy you out, or sell the business to your partners or an independent third part

Tax Planning - developing year round strategies in order to maximize clients' income and making sure that they save the most tax money possible.

Tax Preparation - business tax service which includes preparation of corporate and "flow through" entities such as partnerships, LLCs and LLPs and Subchapter S Corporations. In addition, services rendered for individuals include preparation of Federal and all State income tax returns.

Estate and Trust Tax Returns - working together with elder care and estate attorneys in providing our clients with services to help assure that your assets are passed on to those you want to benefit. This includes preparation of Federal, and State, estate and trust tax returns.

New Business Formation - providing clients with advise as to the selection of type of entity in forming a new business which includes corporations or one of the pass through entities.

Accounting and Bookkeeping Services - preparation of budgets to determine profitability of entity and monitoring the actual results of operations.

Other services - resolution of income, sales and payroll tax issues with the Federal and State tax authorities, as well as representing clients with regard to tax examinations.