Income Tax Planning & Preparation:

• Individual, Partnership, & Corporate


• Trust, Estate, & Gift


• Every State Return Preparation


• Quarterly Employment Tax Filings

Special Income Tax Analysis

• Executive Compensation


• Executive Relocations


• Real Estate Dispositions


• Stock Option Planning


• Withholding & Estimated Tax Planning


• Other Complex Tax Issues

Taxpayer Representation Before Taxing Authorities

• Examinations


• Audits


• Appeals, and


• Collection Matters

Special Tax Planning & Consultation:

• Business Entity Planning


• Concerns for the Aging


• Divorce Planning


• Retirement Distributions

Financial Planning & Services Offered

• Comprehensive Financial Plans


• Investment Strategies


• Life, Disabiity & Long Term Care Insurance Planning


• College Savings Planning


• Retirement Planning


• Business Succession Planning


• Estate Planning