We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Our membership in CPA Associates International (CPAAI), a worldwide association of CPA firms, allows us to provide our clients with the tax knowledge and resources of associate firms throughout the U.S. and abroad. Our association with CPAAI gives us the ability to address complex taxation issues in all 50 U.S. states and local taxing authorities, and to advise on international tax matters of over 60 countries on five continents. Tax services offered include but are not limited to:
Income Tax Planning and Preparation
Income tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation. Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities. Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, LLCs/LLPs, and not-for-profit organizations.
Estate and Trust Taxes
Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.
State and Local Income Taxes
Businesses and individuals may be located or reside in one state and locality, but do business in or derive income from other states and localities under the concepts of state nexus and source income tax laws. We advise businesses and individuals on procedures to follow to ensure that state and local nexus issues are identified and applied in situations where multi-state and/or local jurisdiction tax compliance may exist.
Businesses are often responsible for collecting and submitting sales taxes in many different vicinities. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.
Our experience with the taxation of U.S residents working abroad and foreign citizens working in the U.S. has provided us with an extensive base of knowledge in the area of international taxation.
Representation Before IRS and Other Tax Authorities
During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies. We can advise and represent businesses and individuals on a variety of matters from basic tax notices and inquiries, to representation during audits, to the negotiation of settlements of tax liabilities through offers in compromise, deferred payment plans or other arrangements.