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Our Services

Tax Services

We can help you take advantage of new laws and legislation and develop a tax strategy that best suits your needs. Our significant investment in tax preparation and planning software enables us to accurately and efficiently prepare returns for various types of entities, including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.

In addition to basic compliance and tax preparation we offer a full array of tax planning 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