|
Tax Preparation and Planning
Through the use of tax planning and income tax projections we explore and implement alternative
tax strategies. Our professionals will calculate and prepare Federal and
State income tax returns, estimate taxes due, and schedule payments to avoid
underpayments and penalties. Our clients know that we search for all allowable
deductions. Return preparation is computerized for speed and accuracy.
IRS Liaison
Our goal is to resolve tax issues before they become tax problems. But
should a problem arise, we will act as your advocate and will represent
you in dealings with the IRS.
Personal Financial Planning /
Budgeting
We work with you to create a financial plan, including a budget, to help
you define and realize your financial goals.
Estate Planning / Gift Tax Planning
/ Use of Trusts
We show you how to maximize equity and minimize your tax obligations,
control the distribution of your assets during your lifetime, and preserve
your estate for your intended heirs.
Litigation Support
We offer accounting and tax support services to your legal counsel.
Assistance in Obtaining Funds
We assist in assembling your financial information for presentation to
lenders, and accompany you when negotiating bank loans.
Retirement Planning
Working together, we will help you plan your financial needs for retirement.
|
