Tax Services
We offer tax services for small to mid-size businesses in a wide variety of industries including:
• Health Care
• Construction
• Real Estate
• Manufacturing
• Technology
• Professional services
Our Tax Services Include
• Tax planning and consultation
• Preparation of federal, state, gift, estate and trust tax returns
• Development of tax planning strategies
• Research and interpretation of current or proposed tax laws
• Retirement financial consulting
• Tax projections
• Representation before the Internal Revenue Service
• Representation before state taxing agencies
• Sales/use tax consulting
Tax Planning Strategies
• Estate planning
• Gifting strategies
• Private foundations
• Charitable giving
• IRA and qualified plans minimum distributions
• Stock options
• Alternative minimum tax
• Tax exempt income
• Capital gain and loss analysis and utilization strategies
• Net Investment Income Tax
• Passive loss analysis and use
• Tax-free (IRC 1031) exchanges of property
• Minimizing tax on real estate sales transactions
• Deduction strategies
• Deferral of income strategies
• Tax credits and incentives
• Real estate cost segregation
• Application of tangible property regulations (capitalization and expense)
• Accounting methods and changes in methods of accounting
• Entity formation and liquidation
• Marriage and divorce – tax implications