Personal & Business Taxes

The complexity of your taxes is our sweet spot. It’s not just about filing and finding loopholes, but about saving you money while building and planning for your future. That’s when we all win.

Here is a list of our services – if you ask, we’d be glad to pontificate about any of them:

  • Tax return preparation for individual, corporate, partnership, not-for-profit, estate and trust entities
  • Tax projections and year round planning
  • Business entity selection and consultation
  • Integrated investment and tax planning
  • Estate and succession planning
  • Cost segregation studies
  • Tax research