How can we help you?

01. Individuals

Preparing and filing federal and multistate income tax returns for individuals and families.
- Estimated tax payment preparation
- Income tax projections
- Tax deferral strategies and reporting (including 1031 exchanges)
- Stock option and compensation timing and character
- Alternative Minimum Tax (AMT)
- Gift and estate tax strategies
- Retirement planning
- Education planning and tax savings
- Charitable contribution strategy development
- Consultation in selling, buying and leasing of real estate
- Multi-state tax issues
- IRS and tax controversy support
- Tax Notice Resolution

Preparing and filing federal and multistate tax returns for partnerships, corporations and limited liability companies.
- Consultation in selling, buying and leasing of real estate
- Multi-state Tax Issues
- Tax Notice Resolution
- Compensation and Benefits
- Fixed Asset Management:
  - Cost Segregation
  - Depreciation Management
- Tax Structure Solutions:
  - Internal Restructuring
  - Flow-Through Structure Planning
  - Entity Conversions
- Entity Structuring
- Startup Guidance

Preparation and filing of federal and multi-state income tax returns for trusts and estates.
Preparation of Estate and Gift tax returns (Forms 706 and 709)
- Living trusts and wills
- Planning for life changing events
- Minimizing the estate and gift tax
- Utilizing trusts for asset transfers and asset protection