Services

Tax Services

International Taxation:
Individuals/Expatriates

Our experience with the tax situations of U.S. residents working abroad and foreign citizens working in the U.S. has provided us with an extensive base of knowledge in the area of international taxation.

Business Entity Selection:
Corporations/Partnerships/LLCs/LLPs/International

Choosing the form of entity of your business (e.g. “S” corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative.  We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

Estate & Trust Tax Preparation
Estate, Trusts & Gift

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets.  For business owners, providing for business continuity and succession of ownership is essential.  We can guide you through the complete process of getting your financial affairs in order.

IRS Representation: Tax authority (IRS & State) representation
During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

Buying and Selling a Business:
Tax effects of buying/selling a business

Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business.  Our competent staff has experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations.

Tax Planning and Preparation
Tax planning and preparation form a winning combination for our successful individuals 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.

Estate Planning

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets.  For business owners, providing for business continuity and succession of ownership is essential.  We can guide you through the complex process of getting your financial affairs in order.

Other Services

Debt Service
Debt management and the evaluation of financing options are issues that an experienced professional deals with every day.  Let us use our experience to assist you in securing financing for your personal or business needs or consolidating your current debt to a more manageable level.