Our Services

Individual Tax Planning: Our experienced professionals understand the intricacies of individual tax planning. We will work closely with you to develop a personalized tax strategy that maximizes your deductions, minimizes your tax liability, and helps you achieve your financial goals. Whether you need assistance with tax-efficient investments, retirement planning, or optimizing your tax situation, we are here to help.

Planning for a secure and comfortable retirement involves careful tax planning. Our knowledgeable team will analyze your retirement accounts, such as IRAs and 401(k)s, and develop a tax-efficient strategy to ensure that you make the most of your retirement savings. We will help you navigate retirement income options, minimize taxes on withdrawals, and optimize your overall retirement tax situation.

Whether you are buying or selling a business, our professionals can assist you with tax planning throughout the process. We will help you navigate the tax implications of the transaction, structure the deal in a tax-efficient manner, and ensure that you maximize your tax benefits.

If you are considering gifting assets or planning your legacy, our team can help you develop a tax-efficient strategy. We will guide you through the intricacies of gift and estate tax laws, helping you minimize taxes on transfers of wealth and ensure that your assets are distributed according to your wishes.

If you are considering gifting assets or planning your legacy, our team can help you develop a tax-efficient strategy. We will guide you through the intricacies of gift and estate tax laws, helping you minimize taxes on transfers of wealth and ensure that your assets are distributed according to your wishes.

If you have foreign income or are living abroad as an expatriate, our experts can help you navigate the complexities of international tax laws. We will ensure that you comply with all reporting requirements, take advantage of any applicable tax treaties, and minimize your tax liability.

If you have a trust or estate, proper tax planning is essential to preserve and maximize your assets. Our experts will guide you through the complexities of trust and estate tax laws, helping you minimize estate taxes, protect your wealth, and ensure a smooth transfer of assets to your beneficiaries.

Our team of experienced professionals, including an NTPI Fellow, is well-versed in handling IRS audits. We will guide you through the audit process, ensuring that your rights are protected and that you have the best possible outcome. We will work diligently to address any issues raised by the IRS and provide expert representation on your behalf.

If you are unable to pay your tax debt in full, we can help you negotiate an installment agreement with the IRS. Our experts will assess your financial situation, determine the most suitable payment plan, and work with the IRS to establish an agreement that fits your needs. We will ensure that you can fulfill your tax obligations while minimizing financial strain.

If you are facing a significant tax debt that you are unable to pay, an Offer in Compromise may be a viable option. Our knowledgeable professionals will evaluate your financial circumstances and work with the IRS to negotiate a settlement for less than the total amount owed. We will guide you through the complex process, increasing your chances of a successful resolution.

Receiving a notice from the IRS can be stressful, but our team is here to help. We will carefully review the notice, assess the situation, and provide a timely and appropriate response to the IRS. Our goal is to address any issues raised and resolve the matter in the most favorable way possible.

Our expert team of professionals will meticulously handle your financial records, ensuring accurate and up-to-date bookkeeping. By maintaining organized records, you can make informed financial decisions and have a clear understanding of your business’s financial health.

We specialize in corporate tax returns, helping businesses of all sizes navigate the complexities of tax regulations. Our experienced professionals will ensure that your tax returns are prepared accurately and in compliance with the latest tax laws, maximizing your deductions and minimizing your tax liability.

Our dedicated team understands the importance of preserving your wealth and ensuring a smooth transfer of assets to your loved ones. We provide comprehensive estate planning services, including wills, trusts, and other strategies tailored to your unique circumstances, helping you protect your assets and minimize estate taxes.

Planning for a secure and comfortable retirement is crucial. Our knowledgeable professionals will work closely with you to develop a personalized retirement plan that aligns with your financial goals. We’ll help you navigate retirement savings options, such as IRAs and 401(k)s, and create a strategy to maximize your retirement income.

If you’re considering merging with or acquiring another business, our experienced team can guide you through the process. We’ll conduct thorough due diligence, assess financial risks, and provide strategic advice to ensure a successful transaction that aligns with your business objectives.

Our experts can help you identify and accelerate depreciation deductions for commercial properties. Through cost segregation, we analyze your property’s components and classify them appropriately, potentially reducing your tax liability and increasing cash flow.

Starting a new business can be overwhelming, but our team is here to simplify the process. We’ll assist you in selecting the right business structure, navigating legal requirements, and developing a solid foundation for your new venture.

If you’re considering changing your business entity type, we can guide you through the conversion process. Whether you’re transitioning from a sole proprietorship to an LLC or converting from an LLC to a corporation, our professionals will ensure a smooth and compliant transition.