Tax Planning, Preparation, and Other Services

Accuracy, completeness, and timeliness are the keys to our tax planning and preparation services. By staying up to date on changes in the tax laws, we also help our clients take advantage of new opportunities for tax savings. Our service exceeds many of our peers in that we integrate the tax planning of the entities we service with that of the owners in order to efficiently maximize wealth over the long-term and over multiple generations.

Because tax laws are constantly changing, we work with clients throughout the year to keep them abreast of these changes and their effects. Through our tax planning services, we also help clients minimize both their current and future tax liabilities. Here are a few of the tax services we offer:

• Tax planning and return preparation
  • Individuals
  • Corporations and S-Corporations
  • Partnerships, LLCs, and LLPs
  • Estates, trusts, and gifts
  • Nonprofit organizations
  • Employee benefit plans
• Tax effects of buying or selling a business
• Selection of appropriate entity type
• Representation before the IRS and state taxing authorities
• Divorce and support issues

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