Our professionals are experienced and trained to prepare income tax returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and exempt organizations. Our investment in sophisticated tax preparation software enables us to accurately and efficiently prepare returns checking each return for accuracy. Our professionals understand the relationship between business activities and an individual’s personal tax situation and look for ways to minimize the overall tax impact. We stay apprised of the current tax law and plan strategies to maximize the benefits available.
The majority of our clientele is comprised of affluent families, individuals, and entrepreneurs. We understand that each client situation is unique and our goal is to minimize your tax obligation while maximizing wealth preservation.
During our years of experience, we have worked with many taxing authorities at both the federal and state level. Although it rarely happens, should you receive a notice from the IRS or you have been audited, having an expert on your side is essential to ensuring that you effectively resolve the presented discrepancies.