Tax Planning, Research and Preparation
Estate & Trust Tax Preparation
Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.
During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.
Sales Tax Services
Many of our clients are responsible for collecting and submitting sales taxes in several different vicinities. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.
Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business or practice strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities. We also offer personal tax planning and preparation.
Our significant investment in computerized tax preparation and research 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.