Tax Preparation & Planning Services

Tax Compliance

Assisting clients with the preparation of personal and corporate income tax returns and other informational tax forms.

Core Tax Planning

Assisting clients with personal and corporate tax planning strategies to minimize or defer tax liabilities in order to enhance shareholder value and personal wealth.

Entity Tax Planning

Assisting clients in implementing corporate or other structures which achieve organizational objectives and which minimize the tax burden on the entity and its shareholders or other owners/stakeholders.

International Tax Services

Assisting US citizens with tax implications and compliance for foreign activities including FBAR filings, controlled foreign corporations, offshore trusts, foreign earned income exclusion, tax credit planning, transfer pricing and similar issues.

Captive Insurance Arrangements

Assisting businesses with the strategy, development and compliance of captive insurance arrangements both domestic and foreign.

Tax Credit Development Services

Assisting individuals and business with identifying federal and state tax credits that may be available to them including research and development credits, energy based credits, foreign tax credits,  jobs credits and similar items.

Estate Tax Planning

Assisting individuals and business owners with the development of tax strategies to minimize or eliminate the Estate Income Tax and planning of the passing of tax to the next generation upon death.

Related Party Tax Planning

Assisting clients with multiple entities, including subsidiaries and brother-sister entities, in minimizing the overall tax burden.

Transactional Tax Planning

Assisting corporate and individual clients in structuring significant transactions in a manner that defers or minimizes tax costs associated with the transaction.

State and Local Tax Compliance and Planning

Assisting clients with state and local tax compliance and planning matters, including multi-state taxation and sales and use tax matters.

Tax Authority Representation Services

Assisting clients with negotiations with federal, state and local tax authorities, including representing clients before the IRS.

Tax Solutions Products/Services

Assisting business owners who are selling their businesses with tax planning strategies, including the use of gain elimination tools, to reduce the tax impact of such transactions.

Proactive Tax Planning

Assisting clients with personal and corporate tax planning strategies to minimize or defer tax liabilities in order to enhance shareholder value and personal wealth.

Cost Segregation Study

Assisting clients reduce state and federal income taxes by reclassifying property when a building is bought, built or renovated. By classifying property in an appropriate manner, we can shorten the depreciable lives of assets, giving you greater tax savings.


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