Tax time is a stressful time of year for many individuals and businesses. Given the complexity of the ever-changing laws and the difficulty of interpreting them, you need a tax advisor who not only can ensure you’ve complied with the law, but who can help you claim valuable deductions and credits you may have never suspected. Our firm goes out of its way to reduce the burden of paying taxes for all filers. We pledge not only to prepare your tax returns in the best-informed, most ethical manner possible, but also to work with you year-round as needed to plan a strategy that will minimize your total tax burden. We are qualified to prepare all federal, state, and local tax returns for individuals, corporations, partnerships, and fiduciaries.
We specialize in preparing your taxes quickly and painlessly, and will ensure you receive all the deductions you are entitled to. We are always available to help you with your tax planning needs to help you lower your taxes and avoid surprises during the tax season. In order to speed your refund, we can file your return electronically to the IRS and state tax boards, and we offer you the choice to deduct payment of our tax preparation fees from your electronically deposited refund if sufficient, with no service charge for this payment convenience.
Careful tax planning is the most essential step in preparing our clients’ income taxes, and by minimizing taxes we strive to improve our clients' profitability. Whether you are a large firm or small, established or start-up, we will find the best possible strategies for reducing your tax liability within the limits of the law
Estate, Gift And Trust Tax Return Preparation
Our firm provides expert preparation of federal and state estate, gift, and trust tax returns. We endeavor at all times to protect your heirs from the unneeded emotional devastation that can be caused by estate tax levies. We are also available to advise you in your estate planning needs, including business succession plans and gifting strategies.
IRS And State/Local Representation
Our firm knows the tax laws, and we know how your tax return was prepared. We can provide complete representation services before the IRS as well as state and local taxing authorities. If you are not already our client, know that we have often helped a new client who came to us for help when they were experiencing an IRS audit and assisted them successfully through the audit process, often when the tax preparer who initially prepared their return was unavailable, or had proven inadequate to the task.
We offer estate planning services to help you minimize federal and state estate tax liabilities, and to determine if you will have a deficit or surplus of assets after taxes and settlement costs have been resolved. We will endeavor to protect your heirs from the unneeded emotional devastation that can be caused by estate tax levies.
Our goal is help your small or mid-sized business succeed, no matter what the economic climate. To this end we offer consulting services to help you improve business operations, boost efficiency, and increase the bottom line.
Incorporation And New Business Analysis
Our firm can assist you in making the right decision regarding whether or not to set up a new business entity, and whether or not it should be taxed as a corporation, partnership, or LLC. We will advise you on the advantages and disadvantages of the different types of entities you can choose. Our firm can assist with and tax choices and business planning regarding the purchase of an existing business.
Employment Benefit Plans
Our firm can help you to know the tax advantages and possible structures of comprehensive employee benefit plans and can review your existing plans. We can help you weigh the complex benefits and costs posed by today’s qualified and nonqualified pension and profit sharing plans, including 401(k), SEP, SEP IRA, Keogh, life insurance, and health insurance plans.
Bankruptcy is one of the most frightening words to hear when you are running a business. However, our firm will help you through the entire ordeal while guiding you the maze of financial and tax implications that arise. We will also consult with you regarding the benefits of reorganization or the possible necessity of dissolution. We can work with your bankruptcy attorney or help you to find one.
Business Succession Planning
Stop wondering if and how your business will continue without you there. As experts in business succession planning, our firm can suggest many courses of action to provide assurance that your business will enjoy a smooth continuance and that your heirs and business associates will be well protected.