Tax Planning

Tax planning is an essential element of the tax preparation process.  By making tax planning part of your overall business strategy, you can use our experience and access to the most curent new developments in the tax laws to minimize both your current and future tax liabilities.

Tax Preparation

Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, and estates.

Estate Planning & Compliance

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets.   We can guide you through the complex process of getting your financial affairs in order.

Business Entity Selection

Choosing the form of entity for your business (e.g. "S" corporation, sole proprietor, limited liability company...) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

Business Valuations

Whether you are thinking of buying a new business or require a valuation for estate or gift tax purposes, the amount attached to the value of your business is important.  We can provide useful and objective analysis to assist you in the valuation of any business in which you have an interest.