Tax
Experience world-class expertise with a local touch. We leverage our extensive experience and industry knowledge to provide tax optimization that leads to tangible savings. Our advice and services deliver results that help you maximize your tax liabilities.
Individual
Through our innovative approaches, we help you stay ahead in today’s rapidly evolving tax regulatory environment and guide them to proactively embrace and leverage changing dynamics.
● Identify all potential opportunities for value creation
● Guide management through the process
● Creative and experienced insight
● Evaluation of company
● Tax regulatory environment
Audit
With an unwavering focus on your long-term success, our experienced team of tax experts provides the necessary expertise for Form 1041 filing.
● IRS, FTB Representation
● Installment Agreements
● Offers in Compromise
Business
By combining our creative tax-planning abilities with expert tax preparation services, we ensure the ongoing success of your business while minimizing potential areas of audit exposure.
● Income Tax Preparation and Filing
● Multi-State Filings
● Tax Minimization Strategies & Capital Gains Planning
● Employee Retention Credits (ERC)
● Tax Accounting Methods
Trusts
With an unwavering focus on your long-term success, our experienced team of tax experts provides the necessary expertise for Form 1041 filing.
