Tax Planning and Preparation
Most of us would plan in advance for a vacation, a business meeting or a wedding. For example, in planning for a vacation, you decide where you want to go and how you’re going to get there. You may ask an experienced travel agent to help you plan your trip.
Tax planning is no different. Our experienced tax professionals will determine your current tax situation and help you structure your future transactions and financial affairs to take full advantage of the ever-changing tax law.
Our tax and financial advisors can advise you on everything that is impacted by taxes – your business or profession, your family’s financial needs, your investments, retirement planning and estate planning.
We offer the following services and solutions:
Tax Services:
- Analyze your business or individual tax situation throughout the year
- Utilize tax minimization strategies to lower and manage future tax liabilities
- Tax planning for retirement, benefit and incentive compensation plans
- Tax audit representation and dispute resolution before IRS and state tax agencies
- Assistance with tax-free exchanges of property
- Assist in the creation of new tax entities
- Capital gains planning
- Assist in your estate planning
- Succession planning
- Cost segregation
- Preparation of payroll, sales and property tax returns
- Unaudited monthly, quarterly and annual financial statements
- QuickBooks© consulting
- Bookkeeping and general ledger assistance
- Payroll processing
- Cash flow projections and budgeting
- Set-up of accounting systems
- Review of accounting staff functions and internal control
Federal, state, and multi-state tax returns for:
- Individuals
- Sole proprietorships
- Corporations
- LLCs
- Partnerships
- Trusts
- Estates
