| Tax Services |
| We prefer to take a proactive versus 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 they deserve throughout the year. Tax services offered include but are not limited to:
Tax planning & return preparation
- Individuals
- Domestic Partners
- Corporations
- Partnerships
- LLCs/LLPs
- Estates & Trusts
- Multi-State Services
- International Issues
- Not-for-Profit Organizations |
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| Tax Planning |
| Tax planning is a critical element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities. |
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| Tax Preparation |
| Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations. |
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| Estate & Trust Tax Preparation |
| Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse or domestic partner 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 help guide you through the complex process of getting your financial affairs in order, as well as work with your estate planning attorney(s) to ensure that adequate consideration has been given to your wishes. |
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| IRS Representation |
| Many years of experience dealing with various taxing authorities has helped us to achieve a level of competence which ensures that our clients are properly represented before the various federal and state tax agencies. |
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| Multi-State Taxation Issues |
| Did you recently move from Maine to California? Did your Form W-2 include income from New York, Massachusetts and Oregon? Many years of business and individual income tax planning and preparation has exposed us to most multi-state issues. From preparation of multiple state income tax returns to state income tax minimization strategies, we are quite able to assist clients in virtually any jurisdiction. |
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| International Taxation |
| Our experience with the taxation of U.S residents working abroad (expatriates) and foreign citizens working in the U.S. (inpatriates) has provided us with an extensive base of knowledge in the area of international taxation.
In addition, our international corporate experience provides valuable insight into domestic companies doing business abroad, as well as foreign companies with subsidiaries in the United States. |
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| Payroll Services |
| If your business has employees, payroll administration issues are sure to arise. We can assist you in implementing your own reliable, efficient, and effective payroll system. Or, if payroll administration is not for you, we can help you locate the right payroll experts that will assume responsibility for your payroll system and efficiently prepare your payroll as well as all related tax returns. |
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| Sales Tax Services |
| Many of our clients are responsible for collecting and submitting sales taxes in many different vicinities. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner. |
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