Tax
The tax code changes frequently and requires expertise and experience in its application. Our clients rely on us to advise them to avoid the pitfalls and maximize the opportunities and credits available to them.
Services for Individuals:
Income tax preparation
Income tax planning and consulting
Family financial planning
Estate and inheritance planning
Estate & Trust administration
Gift tax compliance
Tax services for U.S. citizens abroad
Forensic accounting
Litigation support
Offer in compromise
Representation for tax examinations (IRS, state, and local taxing authorities)
Tax examinations audit
Services for Businesses:
Income tax preparation
Income tax planning and consulting
Sales tax return preparation and compliance
Payroll tax consulting
Entity selection (limited liability company, corporation, partnership, etc.)
International tax planning
Assistance in the selection of accounting methods (cash vs accrual or hybrid)
Representation for tax examination (IRS, State, Local taxing authorities)
Financial statement preparation (Audit reviews, compilations)
Assurance and attestation services
Business valuation
Due diligence for mergers and acquisitions
Litigation support and expert testimony