The knowledge and experience we have gained over the last three decades enables us to help our clients minimize their tax burden while complying with ever-changing tax regulations. From complex tax returns to annual and long-term strategic tax planning, our tax planning and preparation services include:

  • Alternative Minimum Tax (AMT) considerations
  • Calculation and minimization of estimated tax payments
  • Loss limitations
  • Passive activity loss rules
  • Planned charitable giving
  • Available credits
  • Retirement plans contributions and deductions
  • Self-employment
  • Household employee reporting requirements
  • Income-shifting strategies
  • Structuring personal and business transactions
  • Divorce and separation issues
  • Multi-state tax planning
  • Year round availability
  • Audit services
  • Gift Tax issues
  • Rentals
  • Capital Gains
  • Property Tax audits
  • Employee business expenses
  • Installation agreements
  • Repossession
  • Stock sales

 

Please contact me about your accounting and financial services