Our tax professionals have experience providing tax services to a large and diverse client base. This experience, combined with our continuing education and training, gives us the wealth of knowledge required to meet all of our client's tax needs, enabling them to focus on managing their businesses and enjoying their lives.

Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.

Tax Planning

By taking advantage of our state-of-the-art tax research tools, our staff is able to plan for the desired tax consequences. We have access to extensive libraries of tax information and have vast experience using Internet resources to obtain information as well. By taking advantage of these resources and our BDO Alliance connection, we can provide accurate and timely information about any taxing jurisdiction in the world.

Tax Consulting

By having our research tools at our fingertips, we are able to provide timely answers to tax questions surrounding any potential financial transaction. This enables our clients to make informed decisions with regard to their various businesses and personal finances. We provide tax consulting in a variety of areas, including estate planning, business entity selection, employment issues, retirement plans, expansion issues and business succession.

Tax Compliance

Tax compliance work is the actual preparation of tax returns, tax entity correspondence and tax audit representation. By using our resources, we are able to prepare required international, federal, state and local tax forms for both business and personal matters. We are also able to correspond with taxing authorities on behalf of our clients and represent them in a tax audit should one occur.

Estate & Trust Tax Preparation

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.