Individual Tax Services

When it comes to individual taxes, change provides opportunity.  We keep on top of these changes to provide you with the best advice and strategies, especially through planning opportunities.  You can depend on us for objective guidance and personal attention.  We believe in focusing on your long-term financial goals and steering your current needs in a direction to meet them.

Tax Planning Services 

We aid businesses with all aspects of federal income tax planning.  This includes implementing federal income tax strategies that maximize savings, increase profits and manage cash flows. 

Tax Updates

We keep our clients up-to-date on the latest federal and state tax issues through newsletters, website postings and face-face to meetings.   By staying ahead of tax issues we can communicate how they will impact you operations quickly and address them in a timely manner. 

Business Succession Tax Planning

You spent your life building your business and now you want to pass it on to the next generation or sell the value you built.  We advise businesses on the proper succession planning to preserve your family and business legacy while also looking out for potential tax consequences that may result.

Transactional Structuring

We help businesses structure economic transactions in ways that minimize the tax impact by advising them on acquisitions, sales and mergers.

Estate and Trust Tax Services

If you have not considered what will happen to your hard earned assets as you age and eventually pass on you should.  Without an estate plan, the wealth you worked your entire life to build will be distributed according to state law and not according to your wishes. Estate planning is crucial if you want to minimize taxes and distribute as much as possible to your preferred beneficiaries.

We will work with you and your attorneys to design an estate plan customized to your particular needs by utilizing a variety of planning vehicles such as family limited partnerships, trusts and charitable entities. Our team can assist you by performing the following:

• Review wills and trust instruments.
• Estimate estate taxes and strategize alternatives that may provide tax savings.
• Review business issues including valuation and the transfer and/or disposition of business interests.
• Identify potential liquidity problems caused by federal and state estate taxes for the continued operation of the family business, probate, administration costs, etc.
• Develop a lifetime gifting program using vehicles such as family limited partnerships, charitable trusts and qualified personal residence trusts
• Prepare estate, gift and fiduciary tax returns
• Advise you on the possible use of various trusts structures; including charitable remainder trusts, grantor annuity trusts, personal residence trusts, family partnerships, credit shelter trusts, marital deduction trusts and revocable lifetime trusts.

State and Local Tax Planning

Our team understands the structural and transactional underpinnings of state and local regulations in ways that allow us to create solutions that mitigate tax liabilities. We provide state and local tax planning in the following areas:

• Income tax
• Franchise tax
• Sales and use tax
• Property tax
• Other miscellaneous taxes

State and Local Tax Specific Services, Nexus Consulting and State Tax Liability Analysis

We can help you understand and navigate where your business is required to file and pay state and local taxes based on multi-state activities.  Additionally, we will make recommendations of where to file and quantify potential tax liabilities associated with various state and local jurisdictions.

Sales and Use Tax Determination

We can assist you in understanding the sales and use tax consequences of specific transactions and ensure you meet any filing requirement.

Looking for a little information right now? View the latest Tax and Financial News article in our Newsletter.

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