Tax & Financial Planning

Tax Planning, Filing and Compliance Expertise

Our tax planning services are wide-ranging, from assisting start-ups with the selection of the optimum business tax form, to researching IRS private letter rulings and tax code interpretations for you.

We provide a range of services to assist you as you plan and implement effective, tailored tax strategies that can help your organization achieve its goals.

The tax services we provide include:

·    Tax planning and guidance

·    Tax exempt formation analysis

·    Corporate formation analysis

·    Federal and state tax code research

·    Laws and regulations updates

·    Filing compliance

·    Preparation assistance

·    Federal, state and local filings

·    Department of Labor filings

·    Pension benefit guaranty corporation filings

·    Personal and property tax filings

·    Tax exempt filings

·    Corporate and partnership filings

·    Representation before federal, state and local agencies

We can work as an extension of your staff or handle all your tax services on an outsourced basis.