Tax Planning, Compliance & Preparation Services

Tax planning and family wealth accumulation requires a delicate balance between knowledge and the law. Let us demonstrate how to legally maximize wealth and minimize taxes. Services include:

Year-end income tax planning and projections

Evaluations of various tax elections and alternatives

Structuring of specific transactions

Compensation planning

Pension and profit sharing plans

Representation before government tax agencies

Preparation of tax returns and reports

Providing assistance in planning and evaluating estate financial programs

Analysis and recommendations concerning valuations of closely held business interest

They say no one is an island. And that is never truer than when

trying to make the right decisions to ensure maximum

family wealth accumulation ... our team is ready to help!