Tax Planning & Tax Preparation Service

Planning to make a major financial decision?  Talk to us first and we may be able to help you defer or reduce the tax burden from your transaction.

Surprised by your tax bill?   Don’t wait until the year is over to involve your CPA.  Let us help you minimize your tax burden through good planning techniques, and schedule required tax payments during the year.

  • Choice of business entity
  • Federal, state and local tax return preparation
  • Income tax planning
  • Tax notice resolution

Our tax practice serves:

  • Individuals
  • Businesses
  • Estates and Trusts
  • Non-profit organizations