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