Please feel free to inquire about a service if you do not see it listed.
Tax Services
Tax Planning
Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall strategy, you will benefit from our experience and access to ongoing developments in the tax laws to minimize both your current and future tax liabilities.
Consulting Services
Investment Review
As you develop your investment strategy, we will act as your sounding board. We can assist you and your investment manager to allocate and locate assets in your portfolio taking into consideration the impact of taxes and after-tax returns.
Retirement Planning
Thought, design and periodic review of your financial plan will ensure financial independence during working years and through your retirement.
Estate Planning
Effective estate planning facilitates the orderly transfer of assets to your beneficiaries and surviving spouse and can reduce or eliminate the tax due on the transfer of your assets. We can assist you through the complex process of proper planning for this.
Miscellaneous
Tax Preparation for Individuals, Businesses, Trusts and Estates
We use the leading software of our profession to prepare tax returns of all types and levels of complexity.
Tax Projections
A year-end tax projection allows us to estimate your tax liability and to take action prior to 12/31 to decrease it.
Tax Research
The nuances of transactions are numerous and the tax law to apply is often changing. There was a time when we had a major piece of tax legislation once per year or once every few years. Now we have several federal tax bills and changes at the state level each year. Researching proper and strategic tax treatment is essential to minimizing your tax and maximizing your benefit.
Multi-Jurisdictional Tax
Many taxpayers have cross-border activities. We can help you assess the issues and minimize your tax related to this.
Business Consulting & Advisory Services
Your business demands constant attention and support to succeed. We function as a member of your team of advisors, often at the core, to provide you with the guidance and structure required to make the right financial decisions.
Business Mergers, Acquisitions & Liquidations
The life cycle of a business may include merging, dividing, selling and or liquidating. We can help you assess the tax and financial considerations to plan for these transactions.
Incentive Stock Option Planning
ISOs and non-qualified options can represent a significant amount of your compensation and potential net worth. We can help you tax plan, for both the AMT and regular tax, and develop exercise strategies to maximize value and minimize tax.
Acquisition of Financing
Our relationships with bankers and knowledge of the financing process can guide you in compiling the information necessary to secure financing.
Executor Appointment
For clients in need of an independent professional in this role, we are able to serve.
Trustee Appointment
For clients in need of an independent professional in this role, we are able to serve.