Tax Services

When most people think about taxes, they think about April 15th. Tax planning is not just planning for the next tax deadline.  A proper tax planning strategy should be a multi year approach to reduce taxes with a focus on growing and preserving your wealth for the future.

  • Tax Planning and Tax Return Preparation:  Tax planning and tax preparation services for Individuals, Corporations, Partnerships, Tax Exempt Organizations, Trusts and Estates.
  • Expat and International Tax Reporting:  International tax compliance and reporting for businesses and individuals including the preparation of IRS Forms 5471, 5472, 8865, 926, 3520, 8938, 1040-NR, and FinCEN 114 (FBAR).
  • Tax Amnesty Programs:  Getting you back into IRS reporting compliance with tax amnesty programs such as the Streamlined Foreign Offshore Procedures and the Streamlined Domestic Offshore Procedures.
  • Cost Segregation Studies:  We can help you leverage one of the most powerful tax planning strategies to increase cash flow and reduce income taxes for real estate owners.
  • Research & Development Tax Credit:  Businesses of all sizes can take advantage of this credit.  If your business designs, develops or improves processes, products, techniques, formulas, or inventions you could qualify for this credit.
  • Green and Clean Energy Tax Credits and Deductions:  We can help you with residential and commercial Green and Clean energy tax credits and deductions, such as the 45L Energy Efficient Residential Tax Credit, the Investment Tax Credit for qualified energy properties, and the 179D Tax Deduction for commercial structures.
  • Accounting Methods:  Do you know what the best accounting method is for your particular tax situation?  We can show you what your best options are whether it is your overall accounting method, such as whether or not to use accrual basis or cash basis for tax purposes, or an accounting method for the treatment of a particular tax item such as choosing FIFO or LIFO inventory valuation method for tax purposes.
  • State and Local Tax Compliance:  Helping you navigate the complex income and sales tax rules for traditional and online commerce.
  • Audit Representation:  If you’ve been selected for an IRS, state, or city audit, we can represent you during the process, assisting you in answering questions as well as making sure that the results are fair.