TAX PREPARATION & PLANNING

We understand the interplay of different laws and regulations, and in planning strategies to minimize liabilities or protect people’s personal assets. Tax planning is an important aspect of family wealth and retirement planning. Our Tax Planning Attorney takes pride in not just preparing business and individual income tax returns for our clients, but helping them plan for a better financial future. Our Attorney can help you with estate planning and assist you with a host of strategies to maximize your tax benefits. By gaining this understanding of your goals and objectives, we can work with you to design tax planning strategies geared to help you achieve your short- and long-term goals,

We pride ourselves on creating strong, lasting relationships with our clients so we can help you as your needs and circumstances change. Our services include: Individual and business tax return preparation, Succession planning, Charitable giving, Family estate and Gift planning, Retirement planning and Year-end tax planning.

We can assist taxpayers in reviewing their tax returns and see if they were prepared correctly and if not then amend the tax returns to make sure correct.