Tax

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We are dedicated to providing you quality, timely, proactive tax services.

Our experienced professionals, utilizing our state of the art technology and our strong professional alliances are available to assist you with all of you specific tax planning and preparation needs.

Managing your tax liability can have a significant impact on your cash flow. Our experienced professionals can help you manage your federal and state taxes by working closely with you and your specific tax situation.
 

Business Tax Services

  • Year end tax returns for corporations, partnerships, LLCs and consolidated entities
  • Preparation of most state tax returns, specializing in multi-state tax returns
  • Individual tax returns for business owners and proprietors
  • Compliance tax returns
  • Business credits and incentives
  • Fixed asset depreciation and analysis
  • Tax research for federal and multi-state matters
  • Federal and state examination representation and assistance

 

Individual Tax Services

  • Year end federal and multi-state tax return preparation
  • Tax planning for high net income individuals
  • Tax planning for self employed individuals

 

Trust and Estate Services

  • Year end federal and state tax return preparation
  • Trust and Estate tax planning

 

Not-for-Profit

  • Form 990 and 990EZ preparation
  • Assistance to start-up organizations
  • Assistance with the preparation of Forms 1023 and 1024 organization applications and reinstatements
  • Assistance to member lodges and other organizations for 990N preparation

 

Retirement Plans

  • Preparation of Form 5500 for smaller plans

Through our strong alliances and referral networks we can refer you to specialists concerning such advanced tax requirements as research and development studies, energy credit analysis, cost segregation studies and advanced federal and state examination and collection matters.