Tax Services
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We specialize in assisting individuals and small businesses to keep more of what they earn through effective and thorough income tax planning. We work with businesses of all types, including Corporations, Partnerships, Limited Liability Companies, and Sole Proprietorships. We specialize in issues affecting Construction, Manufacturing, Retail, Wholesale, Hospitality, Real Estate Holding and Services, and Professionals, both to save taxes during the year, and at tax time, when the tax return is filed.
We are familiar with the rules for tax deferred like kind exchanges, and have experience helping businesses choose the right legal entity at the start up stage to save taxes from the beginning. We work with attorneys and investment advisors to devise money saving financial plans, estate and succession plans, including compensation and retirement planning.
Our vast knowledge of tax savings and planning is also effectively teamed with our Business Appraisal experience to plan for the income tax aspects of a business buy-sell, or merger and acquisition. Tax effects of these transactions can be very costly if not dealt with early in the negotiation process. Our Business Appraisal experience is also very useful in planning for minimizing Federal Estate and Gift taxes on transfers of family businesses between family members.
We view tax preparation, whether individual or business, as a Professional Relationship, and not just rushing a pile of forms to you to mail. As such, we stay in touch during the year, and include time to answer your questions throughout the year. We can give you a fixed fee quote in advance of performing the work, and we stick to it. Our Professional Relationship policy guarantees that you will not be unpleasantly surprised by our bill, and that you will not be "nickled and dimed" to death for asking questions and getting the information you need for financial decision making.
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