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- Individual
- federal,state and local tax issues
- day-to-day advice to develop sound tax strategies
- long-range planning to meet clients financial and estate planning
- preparation of gift tax returns
- assist clients with various taxing authorities
- Business
- extensive tax and accounting services for sole proprietorships, limited liability companies, partnerships and corporations
- advice on a wide variety of issues including financing, business formation, capital structure, stock acquisitions and dispositions
- assistance with various taxing authorities
- federal and state business income tax returns as well as property, payroll, sales and excise tax returns
- audit, review and compilation services are also provided to many of our clients
- clients include a broad spectrum of industries: manufacturing, retail sales, product distribution, construction, and philanthropic
- personal and professional service entities including engineers, attorneys, physicians and real estate professionals
- Estate, Trust and Probate
- planning for the financial security of the client's family while minimizing estate, gift and generation-skipping taxes
- business ownership succession with the client's overall estate planning objectives
- estate administration including post-mortem tax planning, preparation of estate tax returns, fiduciary income tax returns, probate documents, and tax advice for beneficiaries
- tax and accounting services in association with the establishment and maintenance of a variety of trusts
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