Tax Planning & Preparation

We offer federal, state, and local tax filings. We also assist with, sales & use tax, payroll tax, international taxation, corporate tax structuring, tax projections, lease vs. purchase analysis, estate and gift planning, and more.

  • Individual Income Tax Returns
  • Corporation Tax Returns
  • Partnership Tax Returns
  • Fiduciary Tax Returns
  • Gift Tax Returns
  • International Taxation; U.S. persons with investments, corporate, partnership interests overseas, foreign investors with US interests including real estate. Form 5471 and 5472, FinCen 114 (FBAR)
  • How to structure your organization; entity type, state location
  • Income Tax Projections
  • Taxation Representation (IRS, State, Local)
  • Workers Compensation, Sales Tax, and Income Tax Audits
  • Correspondence with the tax authorities
  • Tax Compliance
  • Late Tax Filings
  • Sales & Use Tax
  • Estate & Gift Planning
  • Real Estate Cost Segregation Studies
  • Lease vs. Purchase Analysis