Tax Preparation Services: We prepare and file individual tax returns including federal, state and local income taxes. While maximizing deductions and credits for each client is our goal, we ensure careful compliance with current tax laws and regulations.

Tax Planning: The best tax minimization strategies are well researched and implemented over an extended period of time. We provide strategic advice to minimize taxes by reviewing financial situations, life goals over the next decade and identifying opportunities that optimize for those intended outcomes. Our tax planning results in a plan of action with practical steps you can take throughout the year to optimize your tax savings. Tax planning is particularly helpful to clients experiencing significant life events such as marriage, divorce, buying or selling property, planning for college expenses or inheriting from a loved one.

Estate and Inheritance Tax Planning: We help individuals plan for the transfer of assets to heirs efficiently, minimizing estate taxes through trusts, gifts, and other strategies.

Representation Before Tax Authorities: We represent clients in dealings with tax authorities, such as responding to notices, negotiating settlements, or appealing decisions. We have even helped clients get compliant after missing multiple years of tax return with minimal penalties.