Tax Planning & Preparation
Your tax returns are prepared and reviewed thoroughly, ensuring that you receive all of the tax benefits that are available to you. Throughout the year, we monitor tax revisions and discuss with you those changes that affect you. We will recommend tax-saving strategies and serve as your advocate in tax matters.
Financial & Estate Planning
Increasing your net worth is an easier task with the help of a financial advisor. We offer financial and estate planning, including an analysis of your net worth, investment review, family gifting, trusts, retirement planning, and family business transfers.
In the event that you are contacted by the Internal Revenue Service or other tax authorities for audit or tax issues, we are available to represent you during the examination process, conferences and appeals.
You'll Benefit From Our Expertise in Other Areas ...
- Review and Compilation Reporting
- Business Valuations and Directorships
- Litigation Support
- Installation and Setup of Computerized Accounting Systems
- Automobile Dealership Accounting and Taxation
- Estate Administration