Taxes



We take great pride in our expertise and proactive thinking in tax planning.

We're dedicated to helping achieve your financial goals while minimizing tax liability. Most CPA's provide basic tax services, but what separates us from our competition is the planning and advice we provide to assist businesses with operations and long term strategies. Our services include:

Corporations, Partnerships, Family Businesses, Entrepreneurs & Individuals

  • Tax Planning, Research, and Communication with all Federal, State, and Local Agencies

  • Liquidations, Mergers, Acquisitions, and Reorganizations

  • Consolidated Tax Returns

  • State and Local Taxes

  • Estates and Trusts

  • Gift Planning

  • Tax Strategies for High Net Worth Individuals

  • Stock Options and Executive Compensation

  • Succession Planning and Transfers of Business Ownership

  • Retirement Planning

  • Representation before Federal, State, and Local Tax Authorities

  • Joint Ventures, Family Limited Partnerships, Limited Liability Partnerships, Limited Liability Companies

Our professionals help executives and high net worth individuals create effective, long term tax strategies. Minimizing the liability is a combination of applying the current tax regulations and taking advantage of deferral strategies. The type of corporate structure you operate in, the selection of benefit and retirement plans, and the timing of business transactions all impact the overall tax results.
  
Taxes Plus
  Personal Tax Service Package

This package was designed for our high-net worth individuals and executives with complex tax planning needs. Their personal financial and business related income streams are large, and often volatile, and their income levels are always changing. Quarter-to-quarter, these individuals may incur significant gains or losses depending on their holdings. The decisions they make on issues such as real estate, stock transactions, trusts, and the sale or purchase of assets are thoroughly analyzed in our process.

We've designed a flat-fee, Taxes Plus service package that includes:
  1. Four meetings per year.

  2. Income projections.

  3. Timing of income.

  4. Stock options review.

  5. Capital gains transactions.

  6. Projections of real estate holdings and interests.

  7. Calculation of estimated tax payments.

  8. Preparation of your personal tax return
This package keeps our clients aware of when to make transactions and the tax impact of each decision. Please call us to review what we can do for you.



Click to view our most recent Peer Review (PDF)