We prefer to take a proactive approach to tax services. We take the time to work with you to identify key tax planning opportunities that minimize both your current and future tax liabilities. We prepare the following types of tax returns:
We represent individuals and businesses in tax disputes with the Internal Revenue Service (IRS) and the taxing authorities of all 50 states. We are qualified to represent you before the Commissioner of Internal Revenue and before the United States Tax Court. Please contact us for assistance in any of the following areas:
In addition, we perform annual tax return preparation, financial statement preparation and other accounting and CPA services for individuals, corporations, partnerships, estates, and trusts.
We have a heavy focus on estate planning and estate tax avoidance. In creating your estate plan, our job isn’t merely to prepare documents and employ tax avoidance strategies, but to ensure that your final wishes are carried out and provide you with peace of mind. You can rely on us to be a continuing source of sound advice and dedicated representatives on behalf of your legal rights and interests.
We can also help families who have found themselves in probate after a loved one has passed away, either with or without an estate plan. If you find yourself in probate, we will represent you at each step, from filing the will and notifying heirs or legatees, to transferring and retitling assets to the intended beneficiaries.
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