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Tax Planning & Preparation

Our tax practice has always been grounded in tax planning and compliance. The area of income tax continues to be one of our primary service disciplines. By limiting our tax services to business, real estate, or complex individual clients, we are able to effectively provide a high level of tax advice with a relatively small and specialized staff. 


As with all our services we believe in obtaining the highest levels of training and continuing education for our tax staff. From annual tax updates to advanced certificates or degrees in taxation, our staff undergoes continuous study of the ever-changing tax laws.


Our services are designed to assist clients through this complex and ever-changing landscape in a cost-effective manner. Our small size means that you will get customized one-on-one service and expertise which provides for an effective alternative to the big four or large regional practices. 

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Types of Tax Services

We practice in the following areas:

  • All areas of small business income tax planning and compliance, including subchapter C & S corporations, limited liability companies, partnerships and sole proprietorships

  • State income tax matters, including Nexus issues

  • Tax planning for mergers, acquisitions and business purchases & sales.

  • Generational family transfers, trusts and estates

  • Complex individual tax situations

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