BUSINESSES

Companies ranging from start-ups to well-established corporations trust us for sound tax advice and strategic business insights. Since nearly every business-decision has a tax affect, we will be your sounding board on business decisions ranging from capital expenses to acquisitions and exit strategies.

Our services include:

  • Tax compliance – Federal and all 50 states
  • Tax minimization strategies
  • Multi-state and consolidated tax returns
  • Tax projections
  • IRS audit representation
  • Entity structure selection: partnership,  C-corporation, S-corporation, LLC
  • Restructurings and reorganizations
  • Pension plan consulting
  • Litigation Support

INDIVIDUALS

Your taxes are a big expense, so they need to be addressed with the same eye for opportunity as your investment account. Afterall, if your family can save $5,000 in taxes year-after-year, your net worth will grow. With this in mind, we provide far more than tax returns. We will educate you on how taxes affect your financial choices as we provide the following services:

Our services include:

  • Tax compliance – Federal and all 50 states
  • Tax representation before various tax authorities
  • Retirement planning
  • Stock option planning
  • Multi-state tax compliance
  • Tax minimization strategies / Transaction Planning
  • Tax projections