Tax Strategy and Tax Compliance
Tax Strategy and Tax Compliance
Having an effective tax strategy gives our clients peace of mind. Whether we are working with them on federal, state, local, or even international tax issues, they know that we are always seeking the most effective strategy for their circumstances.
We also offer business owners and high net worth clients a complete tax services menu, which includes:
What we offer
- Preparation of tax returns for individuals, businesses and organizations
- IRS audit representation
- State and local tax planning for individuals, businesses and organizations
- Estate and trust planning – accumulation & distribution
- Financial Planning including asset protection and insurance needs