SERVICES
Taxation
Corporate Taxation
Corporate tax law is truly a moving target. Our daily work with it gives us the expertise necessary to help you reduce your corporate tax liability and ensure efficient compliance.
Individual Taxation
Your tax obligations are directly related to you financial goals. Let us show you how to coordinate your business, investment, and personal goals, establlishing an overall strategy maximizing your financial success while minimizing tax exposure.
Partnership Taxation
This can be the most complex area of tax law. We have extensive experience designing partnerships; working with existing partnerships; and/or dissolving partnerships. Planning can satisfy both the business and personal goals of the partners.
Estates and Trusts
Our firm combines all disciplines of financial planning to protect a family's wealth and assets. This provides you with great flexibility in managing estate and trust funds while ensuring you of minimum tax exposure and maximum safety in asset management.
Research
We use our tax library and access to external resources to give you tax advice, service, and support of the highest quality. Our tax research makes us leaders in using tax regulations rather than simply complying with the more obvious demands of the law.
State Sales Tax
We have extensive experience assisting retail and, when applicable, service business to comply with the complexities of sales taxation.
Planning
Business Strategic and Financial Planning
We will help you gather the necessary information; establish a mission statement and overall objectives; develop the required projections; review procedures; and allow for the flexibility it takes to meet the expectations of invvestors and management.
Budgeting and Forecasting
A sound busienss plan with realistic goals must include pricing and credit policies. Our experienced staff can help you determine essential sales, cost forecasts, and cash flow projections. From this information we can work together to develop an understandable and workable budget for your business.
Tax Planning
Inadequate of inexperienced tax planning can destroy a business. Projecting tax consequences and establishing procedures that minimize tax liabilities should be high on your list of priorities, as they are on ours. Avoid tax problems by using our tax experts to plan ahead in a knowledgable way.
Business Acquisition Planning
A "clean balance sheet" says little or nothing about business growth, trade credit history, or the stability of suppliers and customers. Attention to these and countless other details can ensure the success of your long-range plan for the acquisition. We will help you conduct quick and complete acquisition investigations confidentially.
Succession Planning
Our knowledge and experience enable us to anticipate problems which might interfere with the smooth succession of you business and supply alternatives which provide workable solutions. Use our broad range of skills, including our financial expertise, to develop a succession plan that is tailored specifically to your needs and the unique characteristics of your business.
Personal Financial Planning
Planning for your personal long-term financial goals means developing short-term objectivves to help you reach those goals. Our close working relationship with our clients allows us to assist them in creating personal financial plans that are in line with both their capabilities and their overall plans for business and family needs.