TAX AND PERSONAL FINANCIAL PLANNING

“Our goal is to assist our clients with their personal finances so that
the least amount of taxes are calculated, yet stays within the law”

TAX SERVICES

Our firm specializes in the preparation of income tax returns for individuals, corporations, partnerships, and estates and trusts. In addition, we provide tax planning for both individual and corporate clients. Our objective is to minimize your taxes based on current tax laws and consider prospective changes that are bound to occur. We believe that you should pay the least possible tax, yet stay within the law. Our tax services are different because we search for the precise strategy that will serve you best. We do not settle for the obvious solution to any tax issue.

In the event your tax returns are selected for examination by state or federal taxing authorities, we assist our clients in every step of the process. We will review the areas being examined and outline for you the documentation required to substantiate your returns. We will represent you during the entire examination process by dealing directly with the government authorities to minimize adjustments proposed.

Some specific areas of expertise used to solve your tax problems include:
• Tax Planning
• Corporate, Partnership and Individual Tax Return Preparation
• Incorporations and Liquidations
• Professional Corporations
• Tax Rulings, Claims and Appeals
• Internal Revenue Service Representation
• Estate and Gift Taxes
• Pension and Profit Sharing Plans
• International Taxes

PERSONAL FINANCIAL PLANNING

In today’s complex financial environment offering products and services to meet your retirement goals, it is more important than ever to have a financial advisor that has your best interest at heart. Taking care of your family and your future needs requires detailed, coordinated, and professional planning and not a quick solution. We offer services that are tailored to your specific needs, concerns, and budget.

Personal financial planning, which is an extension of your business, career, and tax strategy, offered by our firm includes the following:
• Retirement Planning
• Succession Planning
• Estate Planning
• Trust Considerations
• Insurance Planning