Taxes

Everything you could ever need…

Planning

  • Quarterly “Tax Pulse”
    • Changes to tax withholding
    • Estimated tax payments
    • Reserve set aside for taxes
  • Projections for special events (mergers and acquisitions, liquidations, etc.)
  • Consulting services

Tax Returns (including multi-state)

  • Individual
  • Partnership (LLC)
  • S Corporations
  • Corporations
  • Employee benefit plans
  • Fiduciary
  • Gift
  • Estate
  • Payroll
  • Sales and use

Year-End Planning

  • Corporate and shareholder tax impact
  • Transaction tax analysis (mergers and acquisitions, liquidations, etc.)
  • Projections

Employee Benefit Plans

  • Design and implementation
  • Research and analysis
  • Audited financial statements

Estate and Gift Planning

  • Strategy development