Tax Services
Taxes and the bigger picture.
Of course, managing your professional and personal finances successfully takes tax planning, compliance, and filing. But taxes are part of a larger profile.
Who could benefit from an integrated tax approach?
If you’re reading this, the answer is probably you. We work with fund managers, business owners, and individuals who have complex finances.
Our step-by-step guidance with tax planning and compliance is year-round, not just during tax season. That way, we can see the bigger financial picture.
Tax services for:
- Individuals & families
- Trusts & estates
- Partnerships
- Corporations
- Limited Liability Companies (LLCs)
Business & personal tax services:
General tax services:
- Guidance on all business and personal tax matters, including:
- corporate tax
- sales tax
- payroll tax
- personal income tax
- capital gains
- estate tax
General tax services:
- Preparation and filing of returns and related forms for all local, state, and federal taxes
- Weekly, monthly, quarterly, or annual assistance with recordkeeping and/or bookkeeping
- Advisement and filing for complex tax profiles, including multi-state and international filing
- Representation in the event of an income, estate, sales, or payroll tax audit
- Current tax review and assessment
- Year-round planning and tax strategy
