We handle your tax reporting needs with confidence, focusing on the client behind the numbers. We help organizations of many structures and sizes see the big picture of their financial situation beyond the details on the tax return. Our tax services include:

  • Businesses:  We prepare Corporate, S Corporation and Partnership/LLC tax returns for closely held businesses and assist with tax projections and tax planning. We understand the ins and outs of local taxes, including business licenses and business personal property tax. We work with businesses that operate in multiple locations across the United States.
  • Individuals:  We take the time to understand your tax situation, providing our professional services with close personal attention.
  • Trusts and Estates:  We assist clients with the development of an overall estate plan, including the establishment of trusts. We assist with estate planning to maximize the benefits of existing credits. We prepare fiduciary returns for trusts and estates. We perform court accounting services as required by the Commissioner of Accounts.  
  • Tax Preparation Services: We provide the right level of expertise to meet your needs, from basic returns to complex preparation situations, including business income, passive losses and alternative minimum tax. 
  • Projections: We offer the opportunity to assess the adequacy of withholding and estimated payments and plan for upcoming cash needs.
  • Planning: We assist in evaluating the tax effect of financial alternatives such as contributions to individual and self-employed pension plans, Roth conversion, charitable giving, like-kind exchanges, property sales and purchases and other transactions having a significant tax effect.
  • IRS and State Matters: We assist with inquiries from and audits by the IRS and state taxing agencies.