Providing our clients timely and accurately is a commitment that we feel cannot be compromised. We specialize in preparing tax returns for high-net-worth individuals and corporate, partnership, and tax-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.


We research and consult on the tax aspects of proposed transactions (including securing rulings from the Internal Revenue Service), and 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 anticipate and resolve potential problems and discover and use options to reduce current and future tax liabilities.


We constantly advise management on the latest developments in tax matters with potential impact on their companies and employees. We mail monthly alerts to summarize any tax laws changes and constantly inform our clients of year-end tax planning strategies.


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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