Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description.
As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is a service that we do not provide, we would be more than happy to refer you to a qualified professional.
Tax Services
Estate & Trust Tax Preparation
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 complex process of getting your financial affairs in order.
Consulting Services
Business Succession Planning
Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.
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. Understanding and evaluating the variety of strategies available allows you to decide how your hard earned estate will be distributed. You remain in control of your legacy.
Retirement Planning
Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.
Miscellaneous
Tax Services
We prefer to take a proactive versus reactive approach to tax services. By keeping current on tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the tax expertise and knowledge that they need throughout the year, not just at tax return time. Tax services offered include but are not limited to: - Tax planning and return preparation for individuals, small businesses, partnerships, LLCs, LLPs, S corporations, estates, trusts and gift taxes.
- Tax representation
- Divorce and support issues
- Tax effects of buying/selling/starting a new business.
Tax Planning
Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall individual and 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.
Financial Planning
A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your finanical security. Financial planning is the blueprint for a strong foundation. Tax planning, estate planning, risk management and investment planning are key structural beams. One without the others is not solid financial planning. And we are right there with you through the process. You are never given a plan and told to just do it. We take that responsibility for you once we have all agreed on the propers steps for your plan.
Tax Return 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 gift.
Employer Stock Option Planning
Stock options are a valuable employee benefit that requires tax planning, an understanding of how to maximize the tax benefits and decision making to navigate the best path for your personal situation. We can help you maximize your benefit and minimize the tax impact.
Private Foundation Management
Having your own private foundation or charitable trust is a wonderful way to engage the entire family in charitable decisions, to increase the accountability of your hard earned dollars with the charity and to ensure your legacy. That's the fun part. Let us take care of the routine record keeping, keep you current with the regulations, tax returns and help you guide the next generation with your legacy.
Individual Trustee Outsourcing
For small trusts where you are the individual trustee and you don't want to name an institution as the trustee, we can provide outsourcing services for you. We do not become the trustee but we can handle the record keeping and tax reporting so that you can focus on the family trustee decisions.