Tax Services

Don’t just pay your taxes, manage them

Understanding your tax obligations is a year round commitment, not just signing a tax return and paying taxes each spring. We know that talking strategically on a regular basis can be the difference between realizing tax savings and paying unexpected or unnecessary taxes. It is our goal to help you effectively manage your financial life and tax obligations.

Our Tax Management System includes four distinct components that we believe show our clients real results.

• Planning – thorough, thoughtful and based on your goals
• Implementation – avoiding surprises yet meeting your tax obligations
• Monitoring – consistent conversations to ensure that you’re on track
• Preparation – accurate business and personal tax preparation

We take the time to review your tax returns, discuss your financial and tax situation and identify tax strategies that you are currently using. We then look at other strategies and develop a tax management plan. In addition, we can prepare a preliminary tax forecast for the current year and calculate adjustments to your withholding or estimate tax payments, as necessary. When needed, we also take a long-term view and prepare a multi-year tax forecast.

Corporate Tax Services
Our focus on working with owner managed businesses gives us insight into how taxes can impact every aspect of a business from investing in new equipment to cash flow.

Our corporate tax services include:

• Federal, state and local income tax
…compliance and planning
• Tax planning for corporate transactions
• Tax representation before state and federal
…taxing authorities
• Responding to tax notices
• Business formation and entity selection
• State and local income taxes
• State and federal incentive tax credits

Individual Tax Services
We know that a tax return is only part of your overall financial picture. And your life can quickly change with a new job, finding your dream home or figuring out how to send your child to ‘the dream school’.  We take the time to learn what is happening in your life that could impact your tax obligations.

Our individual tax services include:

• Federal, state and local income tax
…compliance and planning
• Multi-year tax projections
• Representation before federal and
…state taxing authorities
• Retirement planning and distributions
…from qualified plans and IRAs
• Estate and gift tax planning
• Charitable gift planning