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, trusts, estates, and not-for-profit organizations.
Estate & Trust Tax Preparation
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.
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.
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.
As a business grows, it must hire more employees, which can result in increased payroll administration. We
can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll
system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in
a timely manner.
Sales Tax Services
Many of our clients are 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.