Tax Planning & Preparation
The first step toward avoiding costly tax controversies is comprehensive tax planning. That means both limiting your exposure to tax liability and ensuring that you are in compliance with federal, state and local tax laws and regulations.
Tax planning is about preserving your assets in order to put them to the best possible use. We understand that our clients do not want to take unnecessary risks or invest in overly complex tax planning approaches that may not be appropriate for the scale of their operation or holdings.
For individuals and closely owned businesses, income tax planning often interacts closely with estate planning. Our firm provides these services in tandem, helping clients choose strategies to minimize tax liability and protect their families with effective estate planning.
An incomplete or inaccurate tax return can be extremely costly if you miss out on valuable deductions and credits, or if you end up incurring penalties. As the tax code becomes increasingly complex, the likelihood of errors increase.
Tax planning is about preserving your assets in order to put them to the best possible use. We understand that our clients do not want to take unnecessary risks or invest in overly complex tax planning approaches that may not be appropriate for the scale of their operation or holdings.
For individuals and closely owned businesses, income tax planning often interacts closely with estate planning. Our firm provides these services in tandem, helping clients choose strategies to minimize tax liability and protect their families with effective estate planning.
An incomplete or inaccurate tax return can be extremely costly if you miss out on valuable deductions and credits, or if you end up incurring penalties. As the tax code becomes increasingly complex, the likelihood of errors increase.