Our Services

Our tax professionals have over 75 years combined experience providing the following types of tax preparation and tax advisory services to Individuals, Businesses and Trusts:

Federal and State Individual Income Tax Returns
Federal and State Entity Tax Returns
Federal and State Fiduciary Tax Returns
Individual and Entity Tax Planning
Tax ramifications of Real Estate transactions
Personal Financial Planning for Individuals, including client employees and executives
Income Tax Planning for executives, including employee compensation, long-term incentives, and benefit plans

Investment Planning
Tax efficiency of proposed gift and charitable contribution programs
Tax Impact of income and deductions, contributions, major purchases and investments
Retirement planning programs
Representation of clients in tax matters with Taxing Authorities
Preparation of Trust Accountings