Tax

Our tax professionals will help you navigate the increasingly complex world of federal, state, and local tax laws.  Besides preparing tax returns, our firm provides tax-planning services to our clients throughout the year.  No matter the complexity of your needs, we are ready, willing, and qualified to assist.

Tax Services:

• Preparation of federal, state and local tax returns and e-filing
• Tax planning
• IRS and state representation
• Mergers and acquisition planning
• Business succession planning
• Gift and estate tax planning and compliance
• Nonprofit organization, tax compliance, and planning
• Employee benefit plan tax compliance
• Retirement planning
• Charitable giving planning
• Accounting for income taxes and uncertain tax positions