Services
INCOME TAX PLANNING
Individuals, businesses, and trusts all bear the responsibility of meeting their income tax obligations. The tax rules are complex and contain many pitfalls, but when approached from the proper perspective, they can also present exceptional opportunities. Our experience and analytical style allow us to identify issues and consider numerous alternatives in any situation, thereby helping our clients both minimize their tax liabilities within the limits of the law and take advantage of any tax savings opportunities.
TAX RETURN PREPARATION
Accurate and timely income tax return preparation play a critical role in decreasing the chance of an audit, minimizing income tax adjustments in the event of an audit, and avoiding unnecessary tax penalties. We take extraordinary care to prepare income tax returns in accordance with the tax laws, while still taking full advantage of every legitimate tax saving opportunity. We hold ourselves to the highest personal and professional standards, and it is our firm’s policy to treat every one of our clients’ tax returns as if it was our own.
FINANCIAL PLANNING
Personal financial planning is essential in both good times and bad. Whether you are developing as a young professional, starting a family, changing jobs, selling a business, going through a divorce, planning for retirement, or considering how you want to provide for your heirs, we can help you evaluate all aspects of your financial life, including: Income Tax Planning; Cash Flow and Budgeting; Estate Planning; Portfolio Management; Life and Disability Insurance Analysis; and Retirement Planning. Our focus is on helping you make the choices that are most appropriate for your specific financial situation.
BUSINESS CONSULTING
A business’s needs and opportunities change as it evolves through the various phases of its life cycle. We value the chance to grow with your business and will utilize our experience to guide you through both the exciting and the challenging times. We are here to help you identify opportunities to develop and thrive while also providing solutions to any obstacles you encounter.
AUDIT REPRESENTATION
Undergoing a tax audit can be extremely intimidating and stressful and is an experience you do not want to face alone. In the unfortunate event you are audited, we will steadfastly advocate for you while making the process as painless as possible. Our years of experience dealing with the taxing authorities and our understanding of audit procedures will ensure that you are treated respectfully and fairly and help you achieve an optimal result.