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:
Personal and Corporate Tax Planning
Estate and Gift Planning
Retirement Planning
Investment Reporting
Personal Financial Planning
Tax Shelter Analysis
State and Local Economic Incentive Tax Credit Programs