In addition to the preparation of tax returns and reports for individuals, corporations, and partnerships, our tax services include analyses of investment opportunities, estate planning and planning the tax aspects of corporate reorganization, mergers, acquisitions and public security offerings. We also offer assistance with inventory, taxation, and gift taxation. When applicable, we try to coordinate tax planning with the general financial planning we do for our clients.

Services Include:

Tax planning for corporations, partnerships, estates, trusts and individuals

Estate, gift and succession planning

Personal financial and retirement planning

Planning and assistance with pension, profit sharing and other employee benefit plans

Structuring of mergers, sales and acquisitions

Valuations of business interests for estate, marital and probate matters

Representation before federal, state and local taxing authorities