Services

Business Tax Planning and Return Preparation

  • Corporations and partnerships
  • Estates Trusts and Individuals
  • Non-profit organizations
  • Non-resident returns 
  • Business Tax Preparation 

    Estate and Other Tax Strategies Focused on Your Needs

  • Business tax planning
  • Corporate reorganization
  • Deferred compensation
  • Estate and trust administration including family mediation
  • Personal tax planning State and local tax issues
  • Tax sheltering 

    Positioning Your Business for Success

  • Banking relations and financial strategies
  • Business analysis and forecasting
  • Cash flow projections and budgeting
  • Design of employee benefit plans
  • Real estate consulting and investment strategies
  • Regulation compliance
  • Strategic planning to start or restructure your business
  •  Continuing Counsel to Make Your Business Succeed

  • Cash flow analysis
  • Computer services and systems review and designs
  • Employee vs. contractor disputes
  • Financing issues
  • Growth strategies
  • Mediation
  • Sales tax payment
  • Shareholder disputes
  • Wage and hour decision-making 
  • Your Voice with the IRS
  • Appeal of proposed assessments and penalties
  • Delinquent tax return filing and processing
  • Employment tax examinations
  • Examination of tax returns
  • IRS notices
  • Negotiation of installment payment agreements
  • Offers in compromise
  • Release of levies and liens
  • 100% penalty assessments