Tax Services

Our firm provides a wide range of tax planning and tax preparation services,
utilizing our experience to reduce taxable income and maximizing all available
tax benefits in full compliance with U.S. and state tax laws.

We are an Authorized IRS e-file Provider and prepare all state and local tax returns.

Areas of Tax Services

  • Individual Income Tax Return Planning and Preparation
  • Corporation and Partnership Tax Return Planning and Preparation
  • LLC and LLP Tax Return Planning and Preparation
  • Estate and Trust income tax Planning and Preparation (form 1041)
  • Estate Tax Planning and Preparation (form 706),
  • Gift Planning and Gift Tax Return Preparation (form 709)
  • Filing of delinquent U.S. and State tax returns (unfiled tax returns)
  • Tax liens and Settlement Offers
  • IRS and State Tax Audit Representation
  • Planning to maximize IRA and Pension Payments
  • Retirement Plan Returns (form 5500)
  • Required filings of Tax Exempt Entities (forms 990)