Our Tax Services

Federal State & Local Taxes

  • We help determine all your tax obligations in the states you conduct business and reside, as well as tax preparation & return

  • Develop tailored strategies to optimize federal, state, and local tax benefits, helping you minimize tax burden and protect your assets.

  • Ensure compliance to federal state/local tax laws and regulations, be reactive to federal state/local letters or audits when they occur.

Our Service Including:

  • Federal, state income tax

  • Self-employment tax, employment taxes, unemployment taxes

  • Employers withholding, and payroll taxes

  • Sale and use taxes

  • Multi-state taxes

  • Franchise taxes

  • Property taxes

  • capital gains taxes

  • Tax credits and incentives

  • Accurately estimating and paying quarterly taxes

  • Business professional occupational license or business license

  • Nexus or physical presence

  • County taxes

  • Excise taxes

  • Employer health care mandate

  • Other taxes and fees

Estate & Trust Tax

If you have a spouse or children or own a business, estate and trust tax preparation and planning are an important part of managing your financial future, and ensure financial security for your loved ones. Here’s what we can assist….

  • Help you develop an estate and trust plan that protects wealth and minimizes the tax burden on you and your loved ones.

  • Work closely with investment advisors, attorneys, and other financial professionals so that we are able to develop a long-term estate plan that meets your needs

  • Stay current on tax law changes that affect estate and tax trust preparation.

Our Service Including:

  • Allocating assets to spouses, children, trusts, and charities

  • Reviewing your estate plan and trust tax situation to ensure financial goals are met

  • Gift tax returns and strategies

  • Business succession planning

  • Trust administration

  • Trust income tax returns

  • Estate tax returns

Tax Advisory

We help analyze the impact of gifting, owning, growing, structuring, buying or selling assets, stocks, or business, or the effect of various transactions on your tax situation. Offer the best advices, and effective planning that help you minimize tax, and acheive your business and financial goals:

  • Tax efficient entity structuring and restructuring

  • Retirement planning for business owner and their employees

  • Business valuations, mergers & acquisitions consulting

  • Purchase and Sale of Rental Properties

  • Employee benefits planning

  • International tax planning

  • R&D credits and incentives

  • Cost Segregation Studies & Depreciation Strategies

  • E&P stock basis, stock option tax planning, transaction costs analysis

  • Consultation on complex tax matters

  • Tax projecting & analysis

  • Medical care tax planning

  • Business start-up consulting

  • Employee retention credit (ERC)

  • COVID-19 government credit

  • And more

We provides you with a clear overview of progress and next steps, ensuring their plan stay on target. And help you act quickly when new tax laws go into effect and before existing laws expire.

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Our Services

Tax Planning & Preparation - IRS & State Issues - Tax Resolution

Accounting - Bookkeeping - Payroll

CFO Services - Assurance

Other Tax Services