Individual Tax Planning
As financial planning experts, we can also develop strategies to meet the long-term needs of yourself and your family. Our expertise and in-depth understanding of complex tax rules and regulations can help individuals and families improve their tax position and realize significant tax savings. We have the knowledge to assist in developing an appropriate estate plan for building and preserving assets while minimizing estate and inheritance taxes.
Business
There are tax implications involved with most business decisions, such as business relocations or changes in inventory procedures. Before making such decisions we can help our clients understand the tax consequences or benefits associated with a significant change. We offer sound tax and accounting advice in connection with the organization, purchase, sale, or merger of a business. We advise business owners on establishing pension and profit-sharing plans and preparing all types of tax reports for such plans.