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Tax Services

Our tax planning and compliance services are designed to help clients successfully reduce tax liability and take advantage of targeted strategies to maximize after-tax income. Our tax planning and tax compliance services include:

Tax Planning

  • Tax Projections and Planning
  • Review of Tax Saving Alternatives
  • Year-end Planning
  • Tax Minimization
  • Business Restructuring/Liquidations
  • Mergers/Acquisitions/Divestitures
  • Business Succession Planning
  • Charitable Giving
  • Debt Management
  • Estate and Trust Planning
  • Retirement Planning
  • Retirement Distribution Planning
  • Cost Segregation Studies

Contact us for a complimentary copy of our Tax Planning Guide

Tax Compliance

  • Tax Return Preparation
  • Application of Laws to Financial Reporting
  • Representation before Internal Revenue Service (IRS)
  • Gift, Trust and Estate Tax Return Preparation
  • Employee Benefit Plan Tax Return Preparation