We take a proactive versus a reactive approach to tax services. By keeping current on changes in tax laws and legislation, we put ourselves in a position to identify key tax planning opportunities that minimize your overall tax liability, with consideration given to current and future years. We provide individual and business clients with the level of service and taxation expertise that they deserve throughout the year.
The tax services we provide include the following:
- Tax return preparation
- Tax planning
- Income tax projections
- Cross-border issues
- Personal financial planning
- Retirement planning
- Employee benefits planning
- Estate planning
- Representation before taxing authorities
- Divorce settlement support issues
- Consideration of the tax effects of buying/selling a business
- Cost segregation studies and component depreciation
We invite you to visit our Tax Center for additional tax resources, including an online tax organizer, tracking your refund, and important tax due dates.