Tax Planning & Consulting

Tax planning is offered to individuals, businesses, estates, trusts and other entities. There are exceptions to every rule and proper tax savings techniques and planning requires compliance with laws and regulations. Interpretation of the laws and their application to specialized situations can be used to your benefit. Timely filings, selection of elections, deferral of income, and acceleration of deductions can all produce tax savings or deferrals. There are many other factors that should be considered before using any tax planning strategies and our firm would provide you with the guidance and expertise necessary to utilize these strategies in meeting your financial goals.

Our firm prepares all federal, state and local tax returns in an accurate and timely fashion. We assist our clients with audits by any taxing authority. We act as a liaison to ensure our clients obtain the fairest and least financially burdensome results. In addition, we keep our clients informed as to any federal and state law changes that may affect their businesses or their individual circumstances. Our firm is committed to continuing education for the benefit of keeping our clients current on all tax law changes, issues and planning.