Tax Services

Providing  our clients in a timely and accurate manner is a commitment that we feel cannot be compromised.   We specializes in the preparation of tax returns for high net worth individuals and for corporate, partnership and exempt organizations. We also provide tax planning for individuals and closely held corporations, family tax planning, plus representation before the Internal Revenue Service and other state and local governments.

 

TAX PLANNING & CONSULTATION

We research and consult on the tax aspects of proposed transactions (including securing rulings from the Internal Revenue Service), provide special studies in areas such as changes in accounting methods, identification of planning opportunities, plus monitoring of continuing tax exposure areas. We direct our efforts to the anticipation and resolution of potential problems, as well as the discovery and use of opportunities to reduce current and future tax liabilities.

 

COMMUNICATION OF TAX DEVELOPMENTS

We are constantly advising management on the latest developments in tax matters with potential impact on their companies and employees. We mail monthly alerts in which we summarize any changes in tax laws and constantly keep our clients informed of year-end tax planning strategies.

 

TAX LIAISONS

Every client benefits from the expertise of our diverse team of experts. Tax Liaisons—individuals who are expert in a specialized area of taxation—are designated by management to stay abreast of any new developments in their area of specialization and to disseminate information both to the professionals in our firm and to our clients. Some of the areas of specialization that are monitored by our Tax Liaisons include consolidated returns, depreciation and investment credit, as well as ERISA.

 

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