Whether your tax needs are simple or complex, compliance or consulting, personal or business, our firm can help. We are experienced and knowledgeable of both the tax laws and interpretations of those laws, and we keep up-to-date through education about new developments.

Return Preparation

Our tax specialists assist hundreds of businesses (Corporation, S Corporation, Partnership, Limited Liability Company, Proprietorship) and individuals in meeting their tax filing requirements each year. We also serve a large number of other entities including estates, trusts, nonprofit organizations, and employee benefit plans. Clients that engage us know that we search for all allowable deductions and exemptions.

Our returns are computerized for both speed and accuracy, and our internal system of processing returns assures timeliness, efficiency and confidentiality.

Our Personal Tax Planning and Assistance services include:

Improving current tax positions
Building and preserving assets
Minimizing estate taxes
Interpreting changing and complex tax rules and
regulartions
Analyzing the tax benefits of investment opportunities
in real-estate, oil and gas, and other risk capital ventures
Providing income and estate tax counseling with respect
to the financial settlements involved in divorce and
separation agreements

Our Business Tax Planning and Assistance service includes:

Insuring the client knows the tax implications of its
business decisions
The tax pros and cons of purchasing, selling, or merging
Establishment, reporting, and monitoring of Pension and
Profit-Sharing Plans
Handling liquidations and reorganizations
Helping you keep your records in order to meet I.R.S.
scrutiny
Advising on the tax effects of transfers of business
ownership among family members
Designing compensation, fringe benefit, and retirement
plans for a company
Planning for a change in a corporation's accounting methods

Representation before Regulatory Bodies

Should the tax implications of your affairs come under the scrutiny of regulatory bodies, we are available to represent you or to accompany you to meetings with those organizations. We regularly represent clients during I.R.S. and Franchise Tax Board audits, including appeal procedures when appropriate.