Business Planning, Tax Advice & Problem Solving
Our firm provides a complete range of consulting and advisory services to help with the complexities of financial planning. We care about our clients and strive to form lasting relationships with each of them by providing them with beneficial information and access to a wealth of resources. These are the things that you can expect your tax advisor to provide. We view our relationship with each of our clients as an ongoing partnership and strive to provide you with up-to-date tax information and keep abreast of current tax laws throughout the year.
- Advise on the tax effects of transfers of ownership among family members in a business.
- Provide income and estate tax counseling with respect to the financial settlements involved in separation and divorce.
- Design compensation, fringe benefit, and retirement plans for a company.
- Plan for a change in a corporation's accounting methods.
- Obtain an advance ruling from the IRS on the tax consequences of a proposed corporate acquisition of the stock or assets of another company.
- Analyze the tax aspects of investment opportunities.
We can act as a client's representative before state and federal tax authorities. We might serve as a personal representative, or reply to correspondence concerning tax returns or provide explanations, schedules, and other documents in tax examinations.