Our experienced tax professionals are committed to
minimizing your tax burden and helping you stay ahead of constantly changing tax laws.
In addition to being current on tax laws and regulations, we
strive to be proactive in identifying tax-planning opportunities. Following are
just some of the services we provide.
Families and Individuals
Our trained tax professionals are working for you to identify allowable
deductions and credits. Our objective is to provide you with the most
advantageous tax treatment while complying with all applicable laws and
regulations. In addition, we can assist with advising on tax-planning matters
such as the timing of deductions, income projections, bankruptcy, divorce and
other pertinent matters.
In addition to tax preparation services, our tax professionals
are available to provide tax advice to
closely held companies on matters such as the following:
We are always available to answer your routine tax questions
that need immediate attention.
Estates and Trusts
Our tax professionals have an in-depth knowledge of tax laws
applicable to estates and trusts and can assist you in navigating through the
maze of compliance and reporting requirements.
The complexities of the tax reporting laws related to
not-for-profit entities continue to increase as constituents demand greater transparency
As the Form 990 is a public document, we recognize the importance
of accuracy and full disclosure and strive to provide the highest quality in
this regard. In addition, we understand the complexities surrounding
business income tax (UBIT) calculations and reporting. (See article, UBIT: A Short Primer for Not-for-Profit Entities.)