Tax Planning

Tax Preparation Services

Tax planning and tax forecasting services for individual and small business clients is a core competency of the firm. Effective tax minimization begins with long-term tax strategizing to establish overall objectives and is maintained with conscientious and consistent annual tax forecasting and mid-year tax planning. Our Tax Compliance Services Include Preparation of:1. Federal, State and Local Personal Income Tax Returns2. Federal and Multistate Trust & Fiduciary Income Tax Returns3. Federal and Multistate Estate & Gift Tax Returns4. Foreign Bank Account Reporting Forms