Tax Planning & Preparation

We provide our individual and business clients with the tax expertise and knowledge that they deserve throughout the year. We prefer to take a proactive approach to tax services.  By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities.   Tax services offered include but are not limited to:

  • Tax planning & preparation for businesses (Corporations, Partnerships and LLCs, Estates and Trusts, and Not-For-Profit Organizations)
  • Tax planning & preparation for individuals
  • Tax research & consulting for unique situations
  • Financial & retirement planning
  • State and local taxes
  • Sales & use tax


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