Tax Planning

Effective tax planning is essential in assisting business and individual clients in their overall financial life and health. We help our individual  clients plan financial decisions related to major life events such as retirement, the sale or purchase of a business, exercise of stock options, rental property and vacation home activities, etc. We partner with our business clients to proactively implement strategies that allow them to make intelligent decisions based on overall tax impact.

Tax Planning Strategies

Tax planning is not a one size fits all approach. Effective planning requires intimate knowledge of your financial situation, key business and individual events and other essential factors. Below is a listing of the general tax planning services we offer, including:

  • Comprehensive income tax planning
  • Individual tax preparation
  • Corporation & Partnership compliance
  • Limited Liability entity structuring
  • Employee benefit plan compliance
  • Not-for-profit organization preparation
  • Estate and gift tax planning and compliance
  • Inpatriate/Expatriate compliance
  • Taxing authority representation
  • Multi-state tax support
  • Cost segregation studies for real estate
  • Interpretation of tax code for client benefit


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