The professionals in our tax department understand the complex and ever-changing tax laws and will work closely with you to develop sound tax-planning strategies.  As state and federal governments increasingly scrutinize tax-saving alternatives, it is important that you receive timely information about changes in the tax laws.  Our year-round approach to tax planning enables us to help you anticipate the tax consequences of various financial decisions--such as exercising incentive stock options or buying and selling stocks and other investments--so you can make educated decisions.  In addition, by providing you with information and resources throughout the year, we can help you continually align your tax-saving strategies with your long-term business and financial goals.

Our tax services for businesses and individuals include:

• Year-round tax planning
  • Unrelated business income tax advice and consultations about other tax matters
  • Cash flow evaluations and development of income shifting strategies
  • Choice of entity reviews for new and existing businesses
• Consultations with businesses on tax-related matters
  • Business valuations and net-asset calculations for buy/sell agreements
  • Succession planning
  • Purchase v. lease option analyses
  • Payroll, state nexus and other tax issues
• Preparation of annual federal, state and local tax returns or information returns for
  • Individuals
  • Estates and trusts
  • Businesses, C Corps, LLCs and partnerships
  • Nonprofit organizations
  • Employee benefit plans

Other Services include:

• Estate & Financial Planning
• Litigation Support

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