We believe there's more
value in providing ongoing strategies for holding onto as
many of your financial resources as possible, rather than
just preparing your tax return. We offer a full complement
of tax-planning and consulting services designed to help you
meet your personal financial objectives. We will work
closely with you to develop an effective plan for reducing
the amount of taxes you pay over time.
tax-planning services include:
• Individual Federal, State and City return preparation
• Projections of your current tax liabilities and cash flow
• Analysis of the tax aspects of your investments
• Personal finance planning
• Family income-splitting
• Planning for retirement, including plan distributions
Knowing your business,
understanding your expectations,
anticipating problems, and proposing solutions to help you
achieve your goals, while effectively addressing your
tax-related issues, is a priority for us. History has taught
us that integrated business tax consulting services provide
greater efficiency and effectiveness for our clients. We
combine our collective industry knowledge and experience so
we can offer you exceptional ideas, problem solving, and
developments related to your particular areas of interest.
Organization: We will help you decide which is the
best structure for your business whether it's to
incorporate, form an LLC, or Partnership and how to properly
and compliantly complete the organization process. (Includes
Not-for-Profits as well).
Our tax planning experts can help minimize your personal and
business tax liabilities.
Preparation and Compliance: We are your source for a
complete range of business tax preparation and compliance
services and tax experts specializing in S Corporations, C
and consolidated returns. You can expect our tax consultants
to be on top of all legislative requirements and changes.