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Tax Services

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Tax laws and their interpretations are best left to the experts, even among accountants. Keeping abreast of ever-changing tax laws and trends enables us to anticipate tax savings opportunities. You need to be confident that this expertise is firmly established in your accounting firm and that your tax needs are always at the forefront.

Personal attention and frequent communication characterize our proactive approach to tax planning. We advise and guide you through the complexity of tax law as it impacts you and your business, explaining it in everyday terms. Our staff routinely monitors impending changes in tax law and its potential impact. This information is used to provide essential recommendations for tax strategies at the corporate and individual levels. The result is a plan that is understandable and easily executed.

Planning and oversight form the backbone of effective business tax services. This approach begins with rigorous tax planning, evaluation of optimum strategies and then continual monitoring of the plan. This same approach is followed for personal tax services, with particular attention paid to individual objectives while also considering business, estate and succession issues.

Our many years of experience allows us to provide professional and creative representation in tax audits and government programs, including the Voluntary Offshore Disclosure Program.

When the time comes to evaluate effective estate planning, we work in concert with you and other professional advisors to develop a wealth management plan that fulfills your goals within your lifetime or for future generations. We also offer counsel on available strategies for business continuity or guidance in preparation for the transfer of your assets to the next generation.

As a trusted business advisor, we develop an intimate understanding of your needs and offer specialized services that enable you to fully evaluate and understand how to minimize tax obligations. By simplifying the complex, we lay the foundation for execution of a plan that considers all aspects of the tax law.

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