TAX PLANNING

TAX PLANNING

We provide our clients personalized tax and financial analysis while maintaining our commitment to superior and friendly service.
Jason and his partners are extremely familiar with the common questions, concerns and challenges that face us when it comes to issues related to taxes and the IRS. He will work with you on a personal level to determine the best solutions for your unique needs, then leverage his expertise to achieve the best possible results.

Services Offered:
Estate & Trust Tax Preparation - Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. We will work with your legal counsel to help you to structure your estate and trusts to minimize taxes and ensure the smooth transition to your heirs. We are available to handle all estate and trust tax-related matters.

IRS Audit Representation - An IRS audit can be an intimidating and complex process. If you ever face an IRS audit, we can bring years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities.

Tax Preparation & Planning - Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage your tax issues. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and we are constantly identifying new ways to reduce federal, state or local tax liabilities.