Tax planning 

As wealth and income increase, the need for planning increases. Excellence in tax service begins before the tax filing deadline, before the business entity is chosen, before the transaction takes place, and before the will is drafted.

Every tax return and every financial planning situation is view as an opportunity to exclude or defer income, accelerate expenses, maximize depreciation, and increase or preserve wealth. This effort includes but is not limited to setting up retirement plans, maximizing various tax credits, minimizing the AMT tax, structuring entities and business transactions, estate planning, strategic tax-driven college planning, and use of various types of trusts.

We provide comprehensive and integrated service to corporations, partnerships, LLCs, individuals, estates, trusts, and nonprofit organizations. We constantly review the overwhelming statutory changes, judicial decisions, and administrative intepretations. We have over 40 years of experience assisting clients to comply with the ever-changing tax landscape.

We provide advice in many situations. We license the best, most expensive, state-of-the-art computer technology to perform time-devouring computations. We pour over many professional tax publications looking for the latest strategies and tax-saving techniques. We accumulate twice the required continuing education courses with leading tax authorities.

The tax planning area of financial planning is taken very seriously because of the significant potential opportunities to increase or preserve wealth.