Our firm provides a wide array of income and business tax services to individuals and businesses, including limited liability companies, partnerships, trusts, estates, corporations, and individuals. We also prepare franchise, property, sales, estate, fiduciary and gift tax returns for our clients. Because of our close working relationship with our clients and advisory teams, we are able to help shape the policies that minimize tax impact and maximize high dollar retention.
We provide analysis and recommendations for current tax situations and suggest strategies that anticipate future tax implications. Specifically, we provide estate planning services by offering assistance in structuring the estate in order to conserve assets. In addition, we will evaluate a tax-oriented investment strategy for its tax implications and economic substance.