Tax Services

Our clients appreciate the responsive service and peace of mind we provide through management of their unique tax needs.  We rely on extensive industry knowledge and expertise to help you optimize your tax position while ensuring compliance with the ever-changing landscape of federal, state and local, and international tax laws.

Corporate Tax Services

  • Corporate tax
  • Partnership tax
  • Employee benefit plans
  • Start up & entity selection planning
  • Annual tax compliance planning
  • State and local tax
  • Franchise Tax
  • Personal property tax
  • Business licenses
  • Annual business registration

Tax Exempt Services
State and Local Tax (SALT)

Individual Tax Services

  • Individual tax
  • Unique planning for high-net-worth individuals
  • Estate planning
  • Business owner tax strategies

Trusts & Estates Tax Services

  • Grantor or Revocable Trusts
  • Irrevocable Trusts
  • Charitable Trusts
  • Testamentary Trusts
  • Special Needs Trusts

Gift Tax Services
IRS and State/Local Tax Representation