Tax Planning & Advisory Services

 Almost every transaction has tax consequences to you and your business.  Our services reach beyond your routine filing requirements.  We consult with you pro-actively to develop the best plan in order for you to achieve the lowest level of federal, state and local tax burden.  With careful attention to current regulations and proposed changes, we are able to assure you that you are taking advantage of all of the tax incentives that apply to your specific situation.

We understand the tax and financial implications of proposed transactions such as a transfer of a business ownership or a major asset purchase.  We work with you to achieve the most economically beneficial outcome in the deal on an after tax basis.

We are also experienced in estate and wealth transfer planning and compliance.  We can put you in touch with industry leaders who can assist with areas such as business and asset appraisal, legal document preparation, structure, and title concerns.

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