Tax Strategies & Preparation Services

Tax Planning & Preparation

Tax planning and preparation form a winning combination for our successful individual and business clients. Before selling properties with capital gains, let us show you wealth replacement and tax savings strategies. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.


Trust & Estate Income Tax Preparation

Estates & Trusts are required to file an annual income tax return. Determining the appropriate filings and which states require a tax return can be a difficult process. Having us prepare these returns will help streamline the process and avoid annoying letters from the IRS.


IRS Representation

During our 30 years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies. Let us help you navigate the difficult waters of government bureaucracy and red tape.


Death & Gift Tax Preparation

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the estate tax due on the transfer of your real estate, business, property and other assets. We find that liquidity can be one of the largest challenges for large estates and we have solutions for creating needed liquity. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.


International Taxation

We help with the complex filing requirements of U.S. citizens with assets owned outside of the United States including off-shore trusts and investments in foreign held companies. Our experience with the taxation of U.S residents working abroad and foreign citizens working in the U.S. has provided us with an extensive base of knowledge in the area of international taxation.


Sales Tax Services

Many of clients are responsible for collecting and submitting sales taxes in many different vicinities. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.