Tax Services

We offer consistent high-quality professional tax services ensuring you have peace of mind knowing you have a dedicated tax professional working in your best interest, including:

• Business tax return preparation for Partnerships/LLCs, Corporations, S-Corps, and Sole Proprietors

• Individual income tax advising and tax return preparation for high-net-worth individuals, estates, and trusts

• Tax accounting & fiduciary income tax compliance services for estates & trusts

• Estate, Gift, and Generation-Skipping tax compliance, advisement, and tax return preparation

• International US tax compliance services (e.g., taxation of US citizens abroad, nonresident tax compliance, and foreign bank account, asset, ownership, and transaction reporting)

• Federal and State tax and charitable solicitation compliance, accounting, and tax return preparation services for tax-exempt organizations. These include religious, educational, and other charitable organizations (501(c)(3) orgs.) and social welfare groups (501(c)(4) organizations)

• Business formation and advisory services, including choice of entity decisions, formation documents, membership agreements, EIN applications, and tax elections for a broad range of legal entities and tax classifications

• Multi-state income, sales, and withholding tax compliance and advising

• Other Federal and State tax services including 401(k) plan and self-directed IRA compliance assistance, etc.

• Tax planning services such as income deferral strategies, depreciation, and tax-accounting elections, charitable giving and accelerated deduction strategies, 401(k) & IRA conversions, etc.

• Advising and consultations for other accountants and tax return preparers facing unique or complex tax or accounting situations text