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Tax and Tax Planning


Corporate leaders and individuals want to reduce tax liability as much as legally 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, Partnership, and Corporate Tax Returns and Planning

  • Estate and Gifts

  • Retirement Planning




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