Business & Individual Tax Compliance
We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year.
Our compliance services include:
- Preparation and electronic filing of federal, state and local income tax returns for individuals, fiduciaries and all business entities
- Preparation of forms and returns necessary to report foreign financial assets and interests
- Preparation of annual returns for private foundations, tax-exempt entities and retirement plans
- Representation before the IRS and other tax authorities