Personal & Corporate Tax Services

Personal & Corporate Tax Services

Are you paying too much tax? Most people and businesses are. You probably are, too, but we can help! Through our personal and corporate tax services including tax return preparation and tax planning, we can put the power of the numbers within the tax code to work for you and help you and your business minimize the amount of tax you need to pay – now and in the future.

Tax planning and preparation forms a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.

We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we can 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 that can benefit them throughout the year. Tax services offered include, but are not limited to, the following:

  • Tax planning & return preparation
    • Individuals
    • Corporations
    • Partnerships
    • LLCs/LLPs
    • Estates, trusts & gift
    • Not-for-profit organizations
  • Representation before tax agencies
  • Divorce and support issues
  • Tax effects of buying/selling a business

Are you paying too much in tax?

For an informal, no obligation talk about your estate and trust tax preparation,
simply call us or use our contact form. If you are paying too much tax, we'll spot it.