 Tax
Services
The tax division consists of professionals who have a
wide variety of experience in corporate, partnership,
individual, estate, and trust taxation and can provide
the necessary expertise to handle the many complex tax
problems that our clients encounter. Helping
businesses and individuals prepare tax returns and
recommend tax economies is one of our most visible
services. It is also one of the most complex and
dynamic. In keeping with our full service policy,
our tax clients are generally also our audit clients.
In addition to income tax return preparation, the
department assists our clients in identifying and
implementing income tax planning strategies that result
in significant tax savings. We provide estate and
income planning, assist clients with examinations of
their returns by taxing authorities and give advice
regarding tax rulings. We provide tax services to:
- Corporations, Sub S, LLCs
- Non profit organizations
- Partnerships
- Sole proprietorships
- Individuals
- Estates and Trusts
We approach the practice of taxation as a planning
function. Our clients are advised timely about
changes and proposed changes to the tax laws through our
newsletter or memorandum on urgent issues. We believe
that adequate tax planning will allow our clients to receive
the most favorable advantages when the tax law is
applied and, consequently, tax savings.
We, in general, provide the following services in our
tax division:
- Tax return preparation and compliance - timely and
accurately
- Executive compensation planning
- Retirement planning
- Merger planning
- Audit representation - appealing positions of
taxing authorities, resolving tax notices and
analyzing tax audits
- Advance rulings - prepare documents to request and
negotiate with IRS to facilitate decisions prior to
financial transactions
- Tax consultation on business transactions
including mergers, reorganizations and acquisitions
- Exempt organization services including
applications for exempt status advance rulings
- Structuring buy-sell agreements
- Estate and Trust planning
- State and local tax consulting
The department considers proper tax planning to be an
ongoing process. To that end, the department
monitors emerging trends and tax law changes that may
impact our clients through regular continuing
professional education and daily technical reading.
Due to the complexity of
today's tax law and forms, the department utilizes state
of the art tax preparation and planning software to
assure a quality product and to control costs. |
