Individual and Business Tax Services

Solid Tax Solutions For Every Size Return

columnWe can provide strategies to help you manage your federal and state tax liabilities with proper planning, then prepare your individual and business returns. The tax environment is always changing, but with a well-defined tax plan, we can help you minimize your overall tax burden. There is no substitute for thoughtful tax planning that is tailored to your business or individual situation. Let our tax compliance and planning professionals help minimize your short-term taxes and plan for long-term profitability.

Services Provided

Federal Tax Services

  • Business tax returns
  • Individual tax returns
  • Estate, gift and trust tax returns

Personal Financial Services

  • Individual income tax planning and compliance
  • Closely-held family business planning
  • Philanthropic planning and compliance
  • Family office services
  • Estate planning and compliance
  • Trust and estate administration

State and Local Tax Services

  • Sales and use tax audits
  • Property tax consultation
  • Procedure reviews
  • Multi-state tax services
  • Sales and use tax preparation
  • Income and franchise tax returns