Tax preparation and planning
Rest assured knowing that your taxes are being prepared by an experienced Certified Public Accountant (CPA) who is up to date with the constantly changing tax code. Our in-depth knowledge also allows us to help you implement tax-saving strategies that will allow you to keep as much of your money as possible.
Estate planning and settlement
Estate planning is the implementation of financially efficient strategies to facilitate your wealth transfer goals. This includes estate tax minimization strategies, gifting strategies, charitable giving strategies, business succession planning, special needs planning, and risk management. Managing such financial matters on your own can be daunting, so it is beneficial to retain the help of a certified public accountant (CPA) to ensure that your estate plan is complete and effective.
IRS and state audit representation
The very word “audit” often strikes fear in the minds of individuals and corporations alike. However, with our assistace, it by no means has to. While no one is ever fully insulated from audit risk, we do our best to see that our clients are provided the most diligent audit defense possible under their circumstances. We have a strong track record of validating client tax positions, and have settled for below assessed value, or entirely eliminated, many claims for tax liability, including interest and penalties.
Retirement and financial planning
A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security. For those planning for or nearing retirement, successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.
Divorce support
A divorce is an emotional, legal, and financial matter. We can assist with reviewing your finances, create an estate plan, and explain relevant tax laws. We will also help you complete the daunting task of accumulating the necessary financial information as well as support your attorney in the financial decisions related to your divorce settlement. Lastly, we will work with you to determine how your new circumstances will impact your future.