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Tax Services

Our tax planning services are designed to ensure the tax return is the end result of a planned journey. We meet with clients throughout the year to provide timely and proactive advice on emerging business legislation and client-specific challenges and opportunities. Our tax planning services include:

  • Federal, State and Local Tax Returns and Compliance for C and S-Corporations, Partnerships, Sole Proprietorships, Nonprofits, Individuals, Estates and Trusts. 

  • Tax Issue Analysis and IRS Representation for Dispute Resolution

  • Tax Credit and Business Legislation Research

  • Organizational Structure Assessments and Entity Conversions

  • Consultation on individual and business transactions

  • Assistance to secure tax-exempt status


Our team members have practical experience in financial planning and are ready to recommend solutions relevant to today’s issues, including:

  • Wealth Management and Estate and Succession Planning

  • Business Start-Up and Expansion Planning

  • Bank Financing Packages

  • Executive Compensation, including stock options, deferred compensation, fringe benefits, non-cash forms of compensation and reportable earnings through Partnerships, S Corporations, Trusts, or other mechanisms.

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