Certified Public Accountants and Strategic Business Advisors.

Tax Services

We take a proactive approach to providing tax services to our clients. Through close monitoring of new tax legislation and policies, we are in a position to identify both current and future tax planning opportunities and strategies. Additionally, by staying in contact with our clients throughout the year, we provide the tax expertise and knowledge that they need as events occur and not after when it may be too late to take advantage of tax planning opportunities. The different types of tax services offered by our firm are described below.

Tax Preparation - Federal, State & Local

We offer tax preparation services to businesses and individuals. Whether you are an individual or a multi-tiered partnership, our experienced staff will ensure timely preparation of and compliance with all filing requirements.

Tax Planning

We emphasize tax planning throughout the year to ensure no surprises at year-end. We work closely with our clients to understand their individual and business environments to optimize the tax consequences of their personal and business decisions. By making tax planning a part of your overall personal and business strategy, you can use our experience to minimize both your current and future tax liabilities and maximize the growth of your personal and business assets.

Choice of Entity

Let us assist your company with an analysis of what is the most favorable choice of business entity. This decision is particularly important in the start-up phase of a business as well as throughout its existence. Legal structures must be considered in connection with federal and state income tax issues associated with a chosen business entity type, whether it be a taxable corporation, a flow thru entity such as an S corporatiion, partnership or limited liability company. Choosing the form of entity for your business is a crucial decision that will have longstanding tax implications. We can assist you in the evaluation of the pros and cons of each entity type to help you determine the most advantageous choice for your company.

Sales Tax Services

Many of our clients are responsible for collecting and submitting sales tax in different jurisdictions. We can assist your company in determining whether you have a sales tax collection obligation in a particular venue and in the preparation of sales tax returns.

Buying and Selling a Business

Structuring the purchase or sale of a business can be done in a number of ways. Owners must weigh the necessity of agreeing to options that are mutually beneficial to both the buyer and the seller with the goal of yielding successful economic benefits from the transaction. We have the experience to guide you through the acquisition/disposition process by addressing critical issues such as optimum tax structures, cash flow analyses, financing options, purchase price allocations and understanding the operational issues related to an acquisition / disposition.

Quarterly Tax Estimates Review

We offer businesses and individuals a review of their quarterly tax estimates to maximize planning opportunities throughout the year and to avoid unpleasant surprises when your tax returns are prepared.

Payroll Services

We can assist your business in meeting its payroll requirements by aiding in the implementation of a reliable and efficient payroll system. For those businesses that prefer to outsource the payroll function, we also offer full payroll processing and reporting services.

Assisting with Tax Examinations

Should your returns be selected for an income tax audit, we can represent you with the applicable taxing authority and assist with the defense of your filing positions.