Tax Services

We offer a full range of tax planning and compliance services. Our goal is to minimize your total tax burden. Our firm also prepares all federal, state and local tax returns for individuals and businesses. We have prepared over 41 different state returns every year for a number of years and are experienced with the issues resulting from multi-state tax activities, credits and allocations and apportionment.

Tax Planning

We continuously monitor federal, state, and local tax law changes to help our clients minimize current and future tax liabilities. We love to discover more about your life and your goals so we can help reduce your overall family tax burden and help you achieve your goals.

IRS and State/Local Representation

A number of our new clients each year find us due to our reputation as effective advocates with the IRS or state authorities. We can provide complete representation services before the IRS as well as state and local taxing authorities. We are also experienced in negotiating Offers in Compromise with the IRS.

International Taxation

Our international tax services can help you understand how foreign tax laws and treaties can affect your personal and business taxes. We work with small business and individuals operating in many countries from Egypt to Sweden. We also help many World Bank and other International organization employees understand and reduce their taxes.

Estate, Gift and Trust Tax Return Preparation

We provide expert preparation of federal and state estate, gift, and trust tax returns as well as explanations of the probate process and help with preparing the inventory and probate accounting many estates require.

Estate Planning

Our firm offers experienced estate planning services so you can minimize both federal and state estate tax liabilities. Early planning can quite often avoid or reduce estate taxes and position your estate for minimal hassles when the time comes for estate administration.

Retirement Planning

We can help choose and implement the proper retirement plan for you or your business, locate the right plan administrator, anticipate the costs and guide you to a successful plan bringing together an effective team of professionals for the achievement of your goals.

Business Services

Accounting and Bookkeeping/Write-Up Services

We prepare the necessary accounting for the creation of an accurate tax return. Our firm will prepare compilations and also custom financial reports for internal management use. We provide bookkeeping and write-up services, including general journal and subsidiary ledger maintenance, bank statement reconciliation, and receivables and payables tracking and analysis.

Payroll Services

Our firm offers complete payroll preparation and payroll tax reporting services. We prepare all federal and state returns and offer full magnetic media and electronic filing capabilities.

Business Succession Planning

We can help suggest many courses of action to provide assurance that your business will enjoy a smooth continuance and that your heirs and business associates will be well protected.

Buying & Selling a Business

If you are buying or selling a business, we can offer advice for obtaining the best possible sales price and contract payout terms.

Office Hours and Operations

Our office hours are:

8:00 - 5:00 Monday through Friday

We close for all major holidays. Our receptionist is available to assist you in receiving and picking up tax documents during normal operating hours. After- hours drop off is provided via a securely locked box at our entrance.

Appointments may be scheduled normally between 9:00 and 4:00. Some extended- hour appointments may be scheduled by specific approval of your tax specialist.