We assist clients in minimizing their tax payments through our knowledge of codes, rulings and allowances. Our services consist of individual, partnership and corporate income tax preparation including multi-state returns, payroll tax and exempt organization returns, property tax, sales tax and other returns. We are also qualified to represent clients before the Internal Revenue Service and state and local departments of revenue. Because each clients tax situation is different, we tailor our services to each client.
We also provide tax planning services with a focus on divorce tax planning. Some of the areas we examine in divorce tax planning include:
- Filing status
- Exemptions
- Medical expenses
- Tax credits
- Alimony
- Asset transfers
- Home sales
- Transfer of retirement assets
- First-time home buyer credit
- Stock options and deferred salary arrangements
- Mortgage interest deduction
- Estimated tax payments
