We can help you take advantage of new laws and legislation to develop a tax strategy that best suits your needs. We’ve invested in top-of-the-line tax preparation software, which enables us to accurately and efficiently prepare returns for various types of entities. We serve individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations, helping entities of many different varieties create a successful strategy for their deductions and liabilities.
In addition to basic compliance and tax preparation we offer a full array of tax services, including:
- Estate Planning, review and recommendation
- Entity selection considerations and strategies
- Income-shifting strategies and techniques
- Maximization of deductions through proper documentation and timing issues
- Tax Planning issues for seniors and tax issues during retirement
- Tax Planning utilizing qualified and non-qualified retirement plans
- Tax benefit maximization using fringe benefits planning
- Tax planning for high-income taxpayers
- Tax benefits associated with charitable giving, including proper utilization of trusts
- Tax aspects of family limited partnerships and their utilization to reduce tax costs
- Tax planning related to funding college tuition costs including Education IRA’s and 529 Plans
