Tax Returns & Planning

We complete tax returns for corporations, partnerships, estates and individuals. In each case we attempt to understand our client and their financial circumstances as well as possible, in order to help plan for and include as many tax savings as possible.

To this end, individuals are asked to complete a Tax Organizer (please see this page) and meet with us to discuss particular concerns.

Importantly, we are  available throughout the year for ongoing advice and support with your tax concerns. Indeed, we prefer to know what is happeneing so we can help you.

The services we provide, include:

• Preparation of Federal Tax returns for individuals and families

• Preparation of returns for back years / non-filers

• Preparation of Federal Tax returns for corporations, partnerships, S-corporations, trusts, etcÉ

• Preparation of State and Franchise tax, Sales tax and Payroll tax returns

• Tax planning, to minimize tax payments

• Applying for Tax Exempt status

• Preparation of information returns for Tax Exempt entities

• Advice on the affects of present regulation and changes

• Representing clients before state and federal tax authorities, including challenging the IRS

• Help when the IRS audits a return

• Assessing taxation in relation to other personal financial or business concerns