Tax Preparation & Planning

True Tax Preparation
Requires Insight

Our tax services go beyond the mere preparation of tax returns. We partner with you to identify the best options to minimize individual and corporate taxes, proactively integrating strategies in the areas of estate, retirement and financial planning.

Our Tax Preparation & Planning Services Include:

  • Corporate Tax Prep Services
  • • Planning and preparation
  • • Tax minimization strategies
  • • Tax projections
  • • IRS audit representation
  • • Entity structure selection
  • • Mergers and acquisitions analysis
  • • Restructuring and reorganization planning
  • • Buy / Sell analysis
  • • Liquidation and dissolutions

Learn more by contacting <>.

Free Download

Tax Planning Guide

Download our guide to the changes made to tax law for 2017. The changes particularly affect higher income taxpayers.

2018 Tax Guide


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