Tax Management and Preparation

Individuals

We go beyond preparing your 1040 tax return. With our staff available year-round, your questions and concerns will always be a priority. We work with your advisors to ensure you receive the maximum benefit. Our primary focus areas for individual tax clients are:

Tax planning, compliance and advisory services
Gift and estate tax planning and compliance services
Exit strategies for closely held businesses

Businesses

We work with some of the area's finest long standing businesses. We focus on becoming a trusted advisor for your business to provide strategies that maximize your opportunities while minimizing your tax burden. This relationship ensures every aspect of the planning and implementation process is addressed, providing the best results for you. Our business services are:

Tax planning, compliance and advisory
Entity selection and business structure consulting
Officer compensation compliance and advisory
Succession planning consulting
State sales tax planning, compliance and advisory

Accounting processes have experienced a significant evolution thanks to cloud accounting. Our Client Accounting & Advisory Services (CAAS) help you understand your business so you can make informed decisions in the future.

Estates and Trusts

Planning for the future can be overwhelming and complicated but having a plan in place is critical to managing your financial future.  If you have a spouse and/or children and/or own a business, you should consult with an attorney that specializes in trust and estate planning.  We will work closely with your attorney and investment advisor to ensure you receive the maximum benefit and your goals are achieved.  We services include

Tax planning, compliance and advisory for your trust
Gift tax planning, compliance and advisory
Business succession planning

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