Tax Services

Tax Planning & Preparation

We prefer to take a proactive, rather than reactive, approach to tax services. By keeping current on new tax laws and legislation we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge they deserve, throughout the year, and not just before taxes are due.


Tax services offered include, but are not limited to:

Tax planning & return preparation for individuals, corporations, partnerships, LLCs/LLPs, estates, trusts, and not-for-profit organizations
Taxing Authority Representation
Payroll Services
Sales Tax Services
Estate & Gift Tax Planning
Tax planning and preparation form a winning combination for our successful clients. Whether you are an individual, a multi-tiered partnership, or a corporation, we can develop tax strategies that take advantage of new tax laws and legislation.

Tax Planning — an essential element in our tax preparation process. By making tax planning part of your overall business strategy you can use our experience and access to the most recent developments in the tax laws to minimize both your current and future tax liabilities.
Tax Preparation. Our significant investment in professional computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, partnerships, corporations, trusts, estates, and not-for-profit organizations.
Tax Saving Analysis and Planning. We review and analyze client tax returns and financial positions, and educate clients on techniques and steps toward tax savings throughout the year, before it becomes too late. We design and provide customized tax saving solutions suitable for each client’s distinctive and varying financial conditions.
IRS Representation

With our expertise and experience, we can ensure our clients are being properly represented before the various Federal and state tax agencies.

Payroll Tax Service

We calculate payroll tax withholding for each of your employees and ensure payroll tax deposits on time. We also file payroll tax returns with the appropriate government agencies for items such as forms 941 and 940 with IRS, and DE6 and DE7 with EDD.

Sales & Use Tax Services

Many of our clients are responsible for collecting and submitting sales taxes in various types of vicinities. We can assist your company in the compilation of information and preparation of sales tax returns for you to file in an efficient and timely manner.

Estate & Gift Tax Planning

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of putting your financial affairs in order.