Tax Compliance and Planning

Our firm continually monitors federal, state and local tax law changes to allow our clients to minimize current and future tax liabilities. Our approach involves going beyond tax return preparation and include identifying planning opportunities and identifying risk.

Tax planning is a year round activity culminating with tax return preparation. Far more than simply numbers on a form, our expertise and knowledge of our client’s situations, along with our efficient and practical approach helps reduce tax liabilities and increase available resources.

We have a proven track record of successfully representing our clients before Federal, state and local tax authorities.

Our team of tax professionals can help you, your family and your business in the following areas:

  • Income tax return preparation
  • Tax planning and structuring
  • IRS representation
  • Estate, gift & succession planning
  • Multi-state taxation
  • Projections
  • Estate and gift tax returns
  • Real estate taxation
  • State and local taxation