CORPORATE & INDIVIDUAL TAX COMPLIANCE

Our tax compliance team prepares individual and
corporate tax returns that ensure compliance with
federal and state mandates. Returns include:

  • Individual
  • Corporation
  • Partnership
  • Trust and Estates
  • Gift
  • Non-Profit

 

We work with corporate clients to determine the best organizational structure for your business: Limited Liability Company, C Corporations, S Corporations or Partnerships. We also assist with planning for growth and expansion efforts such as mergers and acquisitions, partnerships, business ventures and real estate transactions.

Trust & Estate Compliance
We provide preparation of trust and estate tax returns, tax mitigation, transition of property, estate administration, asset protection and preservation. Our tax services also include evaluating benefit plan options to determine the best way to meet cash needs at the time of retirement, estate/trust/gift tax planning to reduce estate and inheritance taxes, and administration expenses.

Tax Planning, Research and Consulting
We provide year-end tax planning for all of our clients to help maximize tax savings and minimize stress. These tax strategies can come in the form of tax deductions or actual dollar-for-dollar tax credits. We ensure compliance with all rules and regulations for specialized clients, including: not-for profit, HOAs, and casino gaming.