Client Centered
Do you know how your lifestyle and investments affect your tax return? You can control when and how much you pay in taxes by being aware of your options throughout the year. We integrate your taxes into our overall financial strategies and will collaborate with you throughout the year about tax changes that can affect you. We combine our extensive tax expertise and real-life experience to design wealth building strategies to minimize income and estate taxes to retain more of your assets for you and your family.
We can help with the following tax planning services:
- Relocation Tax Issues
- State Tax Return Preparation
- Representation Before the IRS
- Tax Return Preparation
- Individual Tax Preparation and Planning
- Business Start Up, Counsel and Corporate Taxes
- Small Business Accounting Services
- IRS and State Tax Audits
- Income, Gift and Estate Tax Returns