Taxation Services

We prefer to take a proactive vs. reactive 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. We contact our clients throughout the year so we can properly plan for their tax situations before the end of the year. Tax services offered include but are not limited to:

Tax planning, Tax Preparation and Tax Advisory Services for
• Individuals
• Foreign Nationals working in United States and US citizens working abroad
• Corporations – C Corporations & S Corporations
• Partnerships
• LLCs/LLPs
• Trusts
• Gift Tax Returns
• Not-for-profit organizations

Tax Planning
• Business structure planning and compliance

o Corporations
o Sub-chapter S
o Limited Liability Companies(LLC’s)
o Partnerships
o Sole Proprietorships

• Tax Planning (Federal, State, Local and International)
• Real Estate Tax Planning
• Trust and Estate Planning
• International Taxation Planning and Compliance
• Pensions, Retirement Plans and Employee Benefits Planning and Compliance
• State and Local Taxes
• Federal Taxes
• Financial Planning for Individuals and small businesses

Tax Advisory
• Advise on Individual Tax Matters
• Advise on Partnership Tax Matters
• Advise on Corporate Tax Matters
• IRS Representation
• Consult and Advise on Audit Practices and Procedures
• Draft protest letters for clients under audit
• Support and advise clients throughout the audit process
• Tax Law Education

Tax Preparation
• Income Tax – Individuals, Corporations, Partnerships
• Multi State & Federal Tax Filings
• Sales Tax Returns & Related Matters
• Real Estate & Property Tax Filings
• Benefit Plan Filings
• Exempt Organizations
• Trust Returns
• Gift Tax Returns
• Estate Tax Returns
• Payroll Taxes
• 1099’s & W-2’s
• Representation - IRS Representation and Representation with State Tax Authorities
• Excise Tax & Tariffs