Tax and Tax Planning

Tax and Tax Planning
Accounting and Auditing
Management Consulting
Employee Benefits
Management Information
Corporate leaders and individuals want to reduce tax liability as much as possible. That desire parallels our proactive and aggressive tax planning strategies for clients. We work with clients to look at the road ahead, where real tax advantage can be gained, instead of trying to adjust the past.

At the same time, we are sensitive to the comfort level of each client. We build defensible tax planning strategies which are as bold or as conservative as they need to be to fit the client's interests.

In addition, we provide representation before the IRS and other government agencies, and we assist exempt organizations on issues relating to their tax status.

Tax Services:
bulletPersonal and Corporate Tax Planning
bulletEstate and Gift Planning
bulletRetirement Planning
bulletInvestment Reporting
bulletPersonal Financial Planning
bulletTax Shelter Analysis
bulletState and Local Economic Incentive Tax Credit Programs
bulletPreparation and Review of Returns
bulletLease vs. Buy Decisions
bulletLife Insurance Needs and Analyses
bulletPayroll Preparation and Reporting
bulletState and Local Tax Planning

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