Tax Compliance and Consulting Services

Due to the increasing complexity and constantly changing nature of our tax laws, it is important to have professional advisors working to develop and implement strategies to minimize tax costs. Whether selecting the best entity in which to conduct business, planning for the purchase or sale of a business, taking advantage of newly enacted deductions or credits, or any of a number of other tax saving opportunities, our professionals are proactive in looking for customized solutions for our clients.  We also assist in preparing tax returns and in dealing with federal and state taxing authorities. 

 

State and Local Taxes

Because states do not utilize a standard tax system, multi-state taxpayers must understand the impact of their investments and business activities in each state.  In addition, recent advances in technology allow states to share a broad range of information, enabling them to identify businesses subject to taxes outside their home state.  We can help you manage state tax filing requirements, and with advance knowledge and planning, we can offer practical suggestions that could reduce or eliminate state tax costs. 

 

Estate Planning

In light of the complexity of changes in the federal gift and estate tax laws, it is more important than ever to work with knowledgeable and skilled estate planning professionals in formulating and reviewing your estate plan.  We assist with sound advice and work with other professionals to document and implement comprehensive estate plans. 
 

Business Consulting Services

A variety of issues in major business transactions need to be analyzed for tax minimization, accounting and strategic business implications.  Our experience and insight can help avoid some of the stumbling blocks involving buying or selling businesses, reorganizations, consolidations and organizational planning. 

 

Business Valuation

Knowing the value of your business is important in making strategic decisions such as buy/sell transactions, valuing charitable contributions, determining built-in gains when electing S corporation status, ESOP transactions, divorce actions, damage suits, dissenting stockholder actions, dissolutions, bankruptcies, mergers and acquisitions and gift/estate tax purposes. 

 

Litigation Support

In today's complex environment, disputes sometimes result in litigation or threatened litigation, often involving financial issues.  Our services include tracing separate and community property, computing damages, economic analysis, settlement negotiations, mediation, arbitration, and providing expert testimony.   

 

Compilation Services