Beyond combining tax planning and preparation services, what sets us apart from other providers is a resourceful team approach. Whether working on individual, corporate, partnership, estate, trust or other plans and returns, our professionals help you make the most of your money through knowledgeable planning and expert advice.
Future-focused resourcefulness
Business
- Preparation of corporate, partnership and related income tax return filings
- State and local tax expertise
- Tax structuring and transaction assistance
- Tax planning and research
- International tax assistance
- Representation before the IRS, state and local taxing authorities
- Executive compensation and bonus plans
- Merger and acquisition representation
- Research and development credits
- Cost segregation studies
- Other federal, state and local tax credits
- Periodic tax law updates that directly impact your business
Individual
- Preparation of individual income tax returns and related filings
- State and local tax expertise
- Tax planning and research
- International tax assistance
- Representation before the IRS, state and local taxing authorities
- Stock option planning
- Planning for real estate and real estate professionals
- Analysis of conversion of qualified retirement funds from traditional to ROTH
- Charitable giving strategies
- Planning for closely-held business interests
- Gift and estate tax planning and preparation
- Periodic tax law updates that directly impact your situation
Estate & Trust
- Preparation of trust and estate income tax returns and related filings
- State and local tax expertise
- Tax planning and research
- International tax assistance
- Representation before the IRS, state and local taxing authorities
- Preparation of estate and gift tax returns and related filings
- Trust and estate distribution planning
- Trust funding analysis
- State nexus planning
- Family limited partnership planning and preparation
- Transfer tax valuation of hard-to-value assets
- Preparation and planning for specialized trusts, including charitable trusts, special needs trusts, grantor retained annuity trusts and intentionally defective grantor trusts
