Tax Services

Planning & consulting:

• Compensation planning
• Cost segregation studies
• Design and implementation of qualified and unqualified retirement and fringe benefit plans, including prevailing wage and Davis-Bacon pension and health and welfare plans
• Entity formation and selection
• Estate, trust and gift tax planning
• Evaluation of discontinued operations and liquidation of entities
• Federal and State examination support
• Federal and State income tax minimization planning
• Mergers/acquisitions/divestitures
• Partnerships – general & limited
• Personal Financial Planning
• Personal property taxes
• Reorganizations, stock redemptions and cross-purchase strategies
• Representation before the Internal Revenue Service and other tax authorities
• Sales and Use tax planning
• State tax credit applications
• Succession planning
• Transactional consulting
• Year-end income tax projections and planning

Compliance & Return preparation:

• Corporations – C and S
• Employee benefit plans
• Estate and Gift tax
• Exempt organizations
• Individual
• Partnerships
• Sales and Use tax reports
• Trusts