Tax Services
We prefer to take a proactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:
-Tax planning & Consulting
Tax planning and consulting is an integral part of providing quality tax services. With the knowledge of tax regulations and a client’s financial and/or tax situation, our goal is to provide first class tax planning and consulting. Whether it is inquiring and searching for every tax deduction or preparation of a detailed estate plan or assisting a client with the buy/sell negotiations of purchasing a business, we have our client’s best interest at heart.
-Return Preparation
- Individuals
- Corporations
- Partnerships
- LLCs/LLPs
- Divorce and support issues
- Estates, trusts & gift
- Not-for-profit organizations
- Payroll
- Sales tax
- Property tax
- Various other returns
-Tax Authority Representation
Although tax authority audits are not common, they occasionally happen. We know the tax regulations and have online access to vast libraries of tax case history and rulings. Most of the time, tax authority inquiries can be handled by written correspondence or by an appeal. Our goal is to review and discuss the correspondence with the client and advise the client of available options.
-Mergers and Acquisitions
There are often many tax related decisions to make when merging, acquiring or selling a business. Substantial tax savings may be obtained with proper tax planning and consulting. Our goal is to assist the client as to their options whether it be an asset vs. stock purchase or sale, entity selection, timing, allocation of purchase/sales price, etc.
-Sales Tax Services
Many of our clients are responsible for collecting and submitting sales taxes in many different jurisdictions. We can assist your company in gathering information and with the preparation of sales tax returns in an efficient and timely manner.
-IRS Representation
During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.
-Business Entity Selection
Choosing the form of entity of your business (e.g. “S” corporation, sole proprietor, limited liability company) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.