Protecting your Finances. Planning your Future.

Tax advisory services go far beyond mere filings.  Whether working with business, personal, estate or gift taxes, you have options.  Which choices are most beneficial and profitable for your precise situation can only be determined by a tax advisor skilled in planning and preparation.

Three truths hold true when it comes to tax planning:

1. Understanding your current circumstances and future goals is vital.
2. Year-round checkups are required for best results.
3. Highly experienced tax advisors can affect substantial savings over time.

We will assist you in clearly defining where you want to be, then work backwards to create a road map which will take you there.  By visualizing your future, we develop measurable actions you can implement today. Each step aids in the realization of your goals in the most tax-effective, financially beneficial ways possible.

Tax advisory services include:

  • Personal and business tax planning
  • Estate, trust and gift planning
  • Charitable foundations
  • Reorganizations
  • Mergers and acquisitions
  • Liquidations and distributions
  • Cafeteria and flexible benefit plans
  • Distribution planning for qualified plans
  • Deferred compensation and retirement planning
  • Pension, profit sharing and 401(k) plans
  • ESOPs
  • 529 plans
  • Tax return preparation for corporations, partnerships, individuals, trusts, estates and other entities
  • Representation before federal, state and local taxing authorities, including tax examinations, filing of protests and responses to correspondence

Contact us today for additional information on tax advisory services that can help you avoid future financial surprises.