top of page



Planning is key to reducing tax liability for both individuals and businesses.  We look at your personal and company’s goals, and help you create long and short-term strategies to capitalize on the ever-evolving tax code to curate the most advantageous tax position possible for meeting current and future goals.  By utilizing the most effective technology available and our network of tax law insiders, we stay on top of the latest tax law changes to give you the best strategic advice.

           Our tax planning services include:

  • Individual, Partnership and Corporate Tax Planning

  • S Corporation Planning

  • Qualified Business Income (QBI) Tax Advice

  • LLC and other Entity Structure Planning

  • Multi-State Tax Planning and Consulting

  • State and Local Income and Sales/Use Taxes

  • Mergers, Acquisitions and Liquidations

  • Sale of Business 

  • Rental Property Planning

  • IRS and State Tax Credits

  • Retirement Planning 

  • Estate and Gift Planning

  • Assistance with Stock Options, Restricted Stock Units (RSU), and Other Stock Compensation

bottom of page