Tax Services & Planning

For businesses, we offer preparation of local, federal, and state tax returns. Entity selection tax-considerations, succession planning, structuring of acquisitions, sales, and mergers. Use multi-state planning service, foreign tax planning and human capital services, and planning with pension, profit sharing, and other employee benefits. For individual owners, we provide individual, federal, and state tax returns. Analyze tax consequences of specific transactions, personal financial planning, college, retirement and other milestone planning.