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Income Tax Planning & Compliance

Offering a robust line of productsto meet your personal and business needs

Experienced tax strategists working for you

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We have extensive tax advisory experience serving businesses of all types, individuals, estates and trusts. We understand how a heavy tax burden can negatively impact your business and personal finances. Our tax specialists work closely with you to help you take advantage of tax-saving opportunities that preserve your bottom line and personal wealth. Our services include:

  • Tax planning and forecasting—We analyze your individual and business situation to achieve your lowest effective tax rate. We also work with you to effectively plan for your long-term future and the future of your beneficiaries, as well as assist with business succession planning.
  • Tax return preparation—We provide timely, accurate services for individuals, sole proprietorships, businesses, partnerships and corporations.
  • IRS representation—We are licensed to practice before the Internal Revenue Service and state and local taxing authorities.