Services

Tax Services

Every business wants to reduce taxes, but to do it effectively takes expert and experienced assessment and evaluation using a long term viewpoint. Often tax strategies that look good by themselves don’t make sense in the context of your business and personal situation.

We take a balanced and integrated approach and do planning with the focus on your total business picture, not just your next tax return.

Individuals

  • Planning for large transactions (purchases, sales)
  • Integrating tax planning with estate planning
  • Tax return preparation for individuals, estates and trusts
  • Document preparation
  • Response to IRS inquiries, requests and letters

Businesses

  • State and Local Tax Consulting
  • Retirement planning
  • IRS audits and appeals
  • Tax return preparation for all forms of business ownership:
    • Corporations
    • Partnerships
    • LLCs

Estate Planning

Estate planning, traditionally viewed as something only needed by the wealthy and consisting primarily of tax planning, is now important for many individuals and families. Our goal is to create a plan that provides protection and guidance, and fulfills all the important needs of the family.

Our services include the drafting of wills, powers of attorney, and health care directives. When developing the plan one of our main goals is to minimize estate taxes, using one of any number of tools available.

Services

  • Wills and Testamentary Trusts
  • Living Trusts
  • General and Special Powers of Attorney
  • Health Care Proxies
  • Children and Education Trusts
  • Irrevocable ‘Life Insurance’ Trusts
  • Special Needs Trusts
  • Charitable Trusts
  • Family Business Succession Planning

Business Services

  • Incorporation
  • Purchase or Sale of a Business or Real Estate
  • Employers’ Quarterly Tax Return Services
  • Succession Planning
  • QuickBooks Consulting

Attorney at Law
Tax & Estate Planning

This is still the guiding principle of the firm: to listen carefully and to develop individualized solutions that include both short and long-term thinking.

We are small, but we deliver consistent value to clients and have for more than 20 years.