Certified Public Accountants & Consultants

Tax Preparation & Consulting

Individual Tax

Changes in the tax environment may result in opportunities for you. Tax planning and strategy are essential elements of tax compliance. Many of our individuals are also owners of privately held companies and their personal and business tax obligations need a comprehensive perspective. By making tax planning a part of your overall strategy, you can use our experience and access to the most current new developments to minimize your current and future tax liability. We customize your plan to match the complexity of your situation. Simply stated, our top objective is to minimize your tax burden.

  • Tax Planning and Strategy
  • Tax Projections
  • Tax Preparation and Compliance
  • Multistate Taxation
  • Residency Issues
  • IRS and State Correspondence
  • IRS and State Audit and Appeals Representation
  • Real Estate Purchases
  • Section 1031 Exchanges
  • Business Investments
  • Divorce
  • Bankruptcy