Tax Services


Tax Preparation

Personalized tax strategies for every situation

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Tax Preparation

Tax Services
Individual:

• Trusts and Estates
• Divorce and Support Issues
• IRS Representation
• Financial Planning
• Retirement Planning

Business:

• Tax Preparation for LLCs/LLPs, Corporations, Nonprofits and Partnerships
• Trusts and Estates
• IRS Representation
• Sales Tax Services
• Tax Planning
• Taxing Authority Representation
• Mergers and Acquisitions
• Property Taxes (including personal property used in business)

Tax Preparation

Whether you are filing taxes for your business or your family, preparing your own taxes often leaves you with more questions than answers. Tax laws are often confusing and constantly changing, and our tax professionals are here to alleviate that stress and ensure that you, your family, and your business never pay more than you need to be.

Our tax preparation and planning strategies are tailored to meet the circumstances of each individual client. We operate with the goal of maximizing tax deductions and minimizing your tax liability. Our proactive approach will help identify potential opportunities and areas of risk so that you will save money both today and in the future.

Trusts & Estates


Trusts and Estates

Ensuring your assets are handled just the way you want

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Trusts and Estates

Trust & Estates

Your legacy is unique, and having an effective estate and trust plan grants you the power of dictating how your assets are handled for future generations. We understand that creating an estate and trust plan can be overwhelming, and our estate and trust team are here to guide and support you through the process and ensure that your primary goals and wishes are accurately crafted and achieved.
Our proactive approach ensures that your income, gift and estate taxes are all taken into consideration when determining the best choices for your particular situation and vision. We will work with your financial planning providers and attorneys to create a collaborative, stress free process for you and your loved ones.

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