Save Tax and Stay Away From the IRS
- Personal and Corporate tax planning
- Federal and State Tax Returns
- Estate and trust Planning
- Representation before Taxing Authorities
- Pension Plan Reporting
- Non-Profit Organizations
We prepare all kinds of tax returns and reports including income, sales, gift, estate, and payroll. We have the capabilities of preparing any state return that imposes an income tax. This is particularly helpful when a Taxpayer moves during the year. As a result of offering many states over the years, we have a diverse multi-state tax practice.
We work hard and take pride in finding every possible deduction and in utilizing effective tax planning to minimize taxes.
With significant changes in the tax code this year, there are more opportunities to save money through effective planning.
Our business tax services include coordinating business taxes with personal tax planning. We assist with the setting up of small business profit sharing and retirement plans, including simplified employee pension plans (SEPs).
We also consult in estate planning to reduce or eliminate tax due on the transfer of a business or other assets, provide the orderly transfer of assets to beneficiaries, ensure business continuity and succession of ownership, and provide security for a surviving spouse.
The firm represents clients before the Internal Revenue Service and other taxing authorities, helping to resolve tax issues and negotiate settlements. We assist with levies seizures, and garnishments. We file claims in behalf of an innocent spouse or injured spouse. We prepare Offers in Compromise and help non-filers come back into compliance. We can help in arranging installment payment arrangements.
We represent a number of tax-exempt organizations. We have helped clients form non-for-profit corporations (see Ancillary Services) and apply for exempt status in addition to the accounting and preparation of annual returns.
Our firm continuously monitors federal, state, and local tax law changes to allow its clients to minimize current and future tax liabilities. If necessary, we can implement tailor-made due-date tax compliance monitoring systems to prevent costly interest and penalty assessments attributable to late filing.