Tax Planning & Compliance

Federal and state tax regulations continue to grow in scope, complexity and impact on our lives. A sound plan for financial security must include a comprehensive tax strategy.

Our proactive approach constantly monitors new laws and pending legislation. Our staff’s continuing education on tax issues equips them to identify strategic opportunities for minimizing current and future tax liabilities in line with clients’ overall financial goals.

Our services include: 
• Tax consulting and analysis
• Tax planning and compliance
• E-commerce tax matters

We deliver these services to:
• Individuals and families
• Trusts
• Partnerships and limited liability companies
• Corporations
• Not-for-profit charitable organizations and foundations