Tax planning + Preparation
Expert Financial Solutions, Tailored to You.
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Expert Financial Solutions, Tailored to You. 📈
Tax Planning & Compliance
Our firm offers a full range of tax planning and compliance services. We will work with you year-round if necessary in order to minimize your total tax burden. We continuously monitor federal, state, and local tax law changes to allow its clients to minimize current and future tax liabilities.
Our firm also prepares all federal, state and local tax returns for individuals and businesses.
Tax Return Preparation
Our firm offers professional preparation of all federal, state, and local tax returns at competitive, affordable rates.
If necessary, we can implement tailor-made due-date tax compliance monitoring systems to prevent costly interest and penalty assessments attributable to late filing.
Estate, Gift + Trust Tax Return Preparation
Our firm provides expert preparation of federal and state estate, gift, and trust tax returns.
IRS and State/Local Representation
Our firm knows the tax laws, and we know how your tax return was prepared. We can provide complete representation services before the IRS as well as state and local taxing authorities. We are also experienced in negotiating Offers in Compromise with the IRS.