Tax Planning

We keep track of the constant changing tax laws and how it impacts our clients so we can plan for each tax situation.  We devise strategies to minimize income taxes.

Tax Preparation

Our clients’ individual tax returns range from basic to highly complex.  Regardless of difficulty level, we handle all tax returns with care, knowledge and professionalism.

Tax Representation

Whether we prepared your tax return or not, we can represent you in a federal or state tax audit and other government correspondence.

Estate Tax Planning

We assist attorneys and financial advisers in developing comprehensive estate plans for our mutual clients.