We will prepare your tax returns and strategize for the coming years, so you can be informed to make the right financial decisions for tomorrow.

Tax laws have recently become even more complex. We understand these changes and the choices they present, as well as opportunities they provideĀ to save money. We’ll prepare your annual tax return, strategize so you can plan for next year’s tax-related activities, and provide assistance onĀ other matters that might affect your personal or business finances.

We’re here to help you with

  • Income tax planning
  • Multi-state & international taxation services
  • Individual income tax return preparation
  • Tax-deferred exchanges
  • Tax audit representation & penalty mitigation/abatement
  • Gift Tax return planning & preparation
  • Estate & trust income tax return planning & preparation
  • Business tax services & strategies
  • Tax Compliance and 280 E Planning
  • Transfer pricing studies & compliance
  • Exempt organization reporting
  • Cost segregation studies
  • Selection of business entity
  • Employment development department communications, excise tax advice and reporting
  • Accounting method selection
  • Analysis & planning in connection with the purchase or sale of a business entity (or ownership interest therein) & management & ownership succession
  • Transactions Analysis
  • Debt-related tax issues including foreclosure or short sale consulting
  • Employee vs. independent contractor analysis

Take your next step with us.

We want to work with you for a successful future.