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