Tax Services

Tax Preparation
Audit Assistance
Tax Planning

Tax Preparation

Individual Tax

Worry-free tax engagements is our specialty. We can assist you with the following tax matters:

  • Multi-states tax returns
  • Real estate transactions
  • International transactions
  • FBAR compliance
  • Like-kind 1031 exchange
  • Day trading
  • Pass-through income
  • Inheritance

Business Tax

We take the hassle out of tax compliance, so you can spend more time doing what you love.

We help you navigate today’s tax laws with confidence – unlocking current benefits and preparing you for future regulatory changes.

We bring a proven track record in tax preparation for corporations, LLCs, partnerships, and not-for-profit organizations. Our team also delivers deep expertise in handling complex tax matters, including:

  • Consolidated tax filings
  • Multi-tier partnership structures
  • International nexus and cross-border operations
  • Acquisition, mergers, and reorganizations
  • Succession planning strategies
  • Tax provision compliance and reporting

Not-For-Profit Tax

Navigating the ever-evolving landscape of non-profit tax law requires experience and precision.  Our team offers comprehensive support to help you maintain compliance and protect your tax-exempt status.

We’re not just advisors – we’ve served on the boards and as Treasurers of numerous non-profit organizations.  This firsthand experience gives us unique insight into the operational and fiscal challenges non-profits face, allowing us to deliver tailored, practical solutions.

Fiduciary Tax

Expert Guidance During Life’s Key Transitions

Anticipating an inheritance? With our trusted guidance and deep expertise, navigating fiduciary tax obligations doesn’t have to be stressful.

Our team brings years of specialized training and hands-on experience working closely with estate attorneys, trustees, and executors.  We’ll help you move through the complexities of fiduciary tax law with confidence and clarity – ensuring full compliance every step of the way.

We offer expert support for a wide range of fiduciary-related tax matters:   the following highly specialized tax matters:

  • Estate tax preparation
  • Charitable Remainder Trusts
  • Split-interest Trusts
  • Gift tax preparation

Audit Assistance

Trusted Representation When It Matters Most.

Worry about a tax examination? You’re not alone – and you’re not without support.  With over 60 years of combined experience, our Principals are fully equipped to guide you through even the most challenging tax issues.

We provide expert representation in the following situations:

  • Federal, state, and multi-state tax audits (IRS, DOR, and other authorities)
  • IRS Notice of Deficiency (commonly known as 90-days letter for U.S. Tax Court challenges)
  • Criminal tax investigations
  • Requests for Private Letter Rulings from the IRS
  • Appeals of adverse outcome with the IRS and other taxing agencies.

Tax Planning

Strategic Tax Planning – Built to Minimize Your Burden

Let’s plan smarter – and pay less in taxes.  Neglecting tax planning can lead to missed opportunities and unnecessary costs.  Our team is here to help you avoid that mistake and unlock meaningful savings.  

With years of experience and a portfolio of proven strategies, we’ve helped clients achieve substantial tax efficiency across diverse industries and structures. Our customized approach support both immediate goals and long-term planning.

We offer expert guidance across key tax planning strategies:

  • Capital expenditure optimization
  • Mergers & acquisitions
  • Like-kind 1031 exchanges
  • Real estate tax strategies
  • Business succession planning
  • Retirement and wealth preservation
  • Estate and legacy planning

The hardest thing in the world to understand is the income tax.

Albert Einstein, physicist