Individual Tax
Clients receive sophisticated tax advice from professionals who are accessible and committed to watching over their financial future. Our seasoned tax professionals have one goal in mind when working with clients - to help them minimize their tax liability, while keeping them in compliance with ever changing tax laws. We will work to develop a plan that is customized to best suit your needs.
Tax Services
- Preparation of quarterly tax projections and estimated tax payments
- Representation and management of tax audits
- Sophisticated tax minimization strategies
- Tax research
- Tax return preparation for individuals, trusts, estates and all family related non-operating entities
Accounting Services
- Bookkeeping and bill paying services
- Family corporation, partnership and trust accounting
- Personal financial statement preparation