Client Services

Tax Planning & Compliance

  • Tax planning and strategies for minimizing tax liability
  • Tax preparation and compliance for federal and all 50 states
  • Tax effects of buying/selling a business
  • Updates on the most relevant tax law changes

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Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, homeowners associations, cooperatives and not-for-profit organizations. We prefer to take a proactive approach to tax services.

By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to: