We
provide a wide range of tax compliance and planning services for our clients.
Our approach to taxation begins with a broad view of your business and
individual situation and objectives. With these in mind, we are better
able to advise you on the federal, state, and local tax issues you face and
the alternatives you can consider.
The focus of our tax practice is
client service and attention. For
that reason, we limit the scope of our practice to those areas in which we can
properly serve. Our preference for a smaller number of high quality clients
allows us to be more available to our clients and more responsive to their
individual needs. While each of
our clients does not require, or wish for, the same level of attention and
involvement on a day-to-day basis, all will find that we are readily
accessible and eager to be of assistance any time they have need of our
services.
By keeping current on new
tax laws and legislation, we are in a position to identify strategies and key
tax planning opportunities that minimize both your current and future
individual and business tax liabilities. This
also includes strategies for estate and retirement planning.
In addition, we can assist in identifying tax savings opportunities and
developing planning strategies in areas, such as: business acquisitions and
sales,
and new entity selection.
Below is a list of tax
services that we provide:
-
Tax
return preparation:
-
partnerships,
corporations, individuals, estates, trusts, and non-profits
-
Individual
Tax Planning & Projections
-
Business
Tax Planning & Projections
-
Business
Acquisitions, Sales,
Reorganization and
Liquidation counsel
-
New
entity selection
-
Analyses
of alternative business decisions
-
Tax
Research
-
Estate
Planning
-
Retirement
Planning
-
Sales,
Use and Excise Tax Consulting
-
IRS,
State and Local Representation
-
In-house
accounting software consulting
Please contact
Danny Lee
at our office (800) 547-3159
for more information.
