Our Services
We offer a broad spectrum of tax preparation and consulting services. Our clientele ranges from private individuals and sole proprietors to partnerships and corporate entities across all sectors.
Our services include:
- Individual income tax planning and compliance - tax return preparation, multi-year tax planning and alternative minimum tax planning, multi-state planning including residency issues and income sourcing
- Corporate income tax consulting, including FAS109 tax accounting
- Corporate federal and state income tax compliance
- IRS and local jurisdiction representation
- Corporate executive tax planning including retirement analysis, stock options, restricted stock, golden parachute contracts and other benefits
- Trust, estate and foundation tax compliance and administration
- Estate and gift tax planning, including GST and inheritance taxes
- Philanthropy and charitable giving planning
- Multiple-generation and business succession planning
- Insurance coordination
- Family office services, including bill paying, investment accounting, payroll and cash management
- Business tax compliance and planning