Tax Planning and Compliance

Services include:

• Preparation of income, estate, and gift tax returns
• Personal, estate and business tax planning and consulting
• Business succession planning
• Consolidation, research, analysis, and compliance
• Corporate reorganizations, mergers, and liquidations
• Change of accounting methods and reporting periods
• Expatriate income tax reporting
• Complex federal and multi-state tax audits
• Representation before the Internal Revenue Service and Tax Courts
• Multi-state operations (including state income and local tax issues)
• Choice of entity planning
• Integration with financial planners
• Cost Segregation