Our tax partners are recognized for their ability to provide our clients with constructive and innovative suggestions. Our tax philosophy emphasizes involvement before the fact, which allows us to select the best course of action, rather than merely reacting to what has already happened. We perform a full range of tax services, which include:

  • Tax planning and consultation to minimize federal and state income tax burdens in the context of current tax authority and analysis of prospective tax changes where appropriate.
  • Preparation of income, franchise, payroll and other tax forms necessary to meet tax compliance responsibilities.
  • Estate and financial tax planning to enhance financial security and maximize after-tax family resources.
  • Preparation of ruling requests where appropriate, in connection with proposed transactions.
  • Assistance in examinations by the Internal Revenue Service or state taxing authorities and, in case of controversy, assistance in defending the client's position, including filing of written protests.

Our objective is to minimize your taxes based on the current tax laws and to consider prospective changes that are bound to occur. We believe you should pay the least possible tax, yet stay within the law. Our tax services are different because we search for the precise strategy that will serve you best. We do not settle for the obvious solution to any tax problem.

Should you be notified of a tax audit, we determine why the audit is being conducted and what items the taxing authorities are likely to investigate. We then examine or gather the documentation required to substantiate your position and guide you through the process. Because we interact routinely with various city, state and federal agencies, we can reduce the stress and cost of any governmental audit by oftentimes dealing directly with the regulatory agency.

As tax advisors with years of experience, we know the various methods to safeguard your interests and constantly strive to accomplish their objectives. We will be there when you need us.

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