Business Tax Services include:

• Preparation of federal, state and local tax returns.
• Analysis of the tax consequences of specific transactions including recommendations and alternatives for optimizing the after tax results.
• Succession planning.
• Entity selection tax considerations.
• Structuring mergers and acquisitions.
• Retirement plan selection and implementation.
• Federal and state tax credit programs.
• Recommendations regarding mutli-state issues.

Individual Tax Services include:

• Preparation of federal, state and local tax returns.
• Analysis of filing status optimization.
• Analysis of tax consequences of specific transactions including recommendations and alternatives to minimize tax impact.
• Valuation for estate and probate matters.
• Estate and retirement planning.
• Personal financial planning.

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