Of course, simply being knowledgeable in the tax area is fruitless unless what is known can be translated into a tax planning strategy. Our knowledge and training in tax matters and our awareness of new developments and emerging issues enable us to develop effective tax-planning techniques that help our clients to both achieve their individual and/or business objectives and experience a favorable tax result.
Estate Taxes
Tax Services
Our firm provides tax preparation services for clients including individuals, partnerships, corporations, estates, trusts, and exempt organizations. Our research and return preparation capabilities are supported by the best technology available in computer systems and software, and our decision to make significant investments in such resources enables us to provide our clients timely, accurate and effective responses to their tax needs.
Income Tax
With constantly changing tax laws, you need a tax professional who is dedicated to continuous education. Our clients can be confident that their income tax returns will be prepared using the most up-to-date regulations and procedures.
Bookkeeping and payroll services are not core functions of our business, but we are well qualified to assist at different levels of involvement. We can handle all aspects of our client’s needs in both areas, but we are also prepared to train our clients in both areas. Our clients should feel confident to take control of their own bookkeeping and payroll functions with the knowledge that we are always available to answer questions and offer solutions when more complicated issues arise.
Payroll Services
We offer bookkeeping and payroll services to our business clients so that you can focus on running your business. Timely and accurate bookkeeping is essential to the long-term success of any business. Business owners and managers need access to an accurate picture of past and current operations to evaluate efficiencies, inefficiencies, and the overall profitability of their company. We understand that many of our clients are not trained bookkeepers but want to keep the bookkeeping function in-house. We are qualified and available to assist existing clients with any bookkeeping issues that might arise, and we can relay solutions in accessible language that doesn’t require an accounting degree to understand.
Financial and estate planning is best accomplished by a team of professionals who work together. Because of our close relationship in personal financial affairs and in personal income taxes, we can make a vital contribution to the overall direction and coordination of your entire estate and financial planning team. Together with your attorney, investment advisor and other professionals we can help assure that you meet your goals of minimizing the taxes and maximizing the portion of your estate that passes to your heirs.
Retirement Planning
Asset Protection
We understand the challenges related to protecting your assets. As a key member of your planning team we are well aware of your priorities and have a critical role to play in helping you understand and implement the asset protection options best suited for your situation. Our advisors have the necessary experience that will help you implement your estate and financial plans.