We offer more than tax preparation — we deliver tax strategy.
Our approach combines compliance accuracy with proactive planning to minimize liabilities,
build wealth, and align tax decisions with your broader financial goals.
(a) Individuals
Every taxpayer’s story is unique. Our team helps you identify every opportunity for savings while ensuring complete compliance with federal and state laws. We review your income sources, deductions, credits, and investments to design a personalized tax strategy that optimizes your return — not just this year, but over your lifetime.
Our Expertise Includes:
- Comprehensive Federal & State Return Preparation
- Tax Planning for High-Net-Worth Individuals
- Real Estate, Investment & Stock Option Tax Planning
- Retirement Contribution Optimization (IRA, Roth, 401(k), SEP)
- Multi-State & Residency Tax Planning
We focus on your long-term financial well-being, Integrating tax strategy with personal goals such as retirement, education funding and wealth transfer.
(b) Partnerships
Partnerships require precise coordination between partners and careful allocation of income, deductions, and credits.
Our Expertise Includes:
- Preparation of Form 1065 and K-1 allocations
- Partner capital accounts and basis tracking
- Entity structuring for tax efficiency
- Quarterly estimated tax support and planning
(c) S Corporations
S-Corps provide flexibility and tax advantages — but only when managed correctly. We guide you through compliance, planning, and optimization strategies.
Our Expertise Includes:
- Preparation of Form 1120S and K-1 reporting
- Reasonable compensation analysis for shareholders
- Payroll and distribution strategy optimization
- Annual and quarterly planning to reduce pass-through taxes
Our team ensures your S-Corp’s tax strategy supports your owner compensation, cash flow, and retirement goals, maximizing the benefit of your chosen structure.
(d) C Corporations
Corporations face complex tax requirements — from income tax to credits and deductions. We provide the insight to manage compliance and optimize long-term returns.
Our Expertise Includes:
- Corporate Tax Return (Form 1120) preparation
- Tax credit and incentive analysis (R&D, energy, etc.)
- Deferred tax and loss carryforward strategies
- Planning for shareholder dividends and retained earnings
We act as your corporate tax partner, ensuring every financial decision aligns with your business and shareholder goals.
(e) LLCs / LLPs
LLCs and LLPs offer flexibility — but only when structured correctly.
Our Expertise Includes:
- Single- and multi-member LLC filings
- Partnership tax treatment vs. S-Corp evaluation
- Self-employment and pass-through tax planning
- Multi-state compliance and entity registration
We tailor your LLC’s tax structure to support your business model — balancing liability protection, flexibility, and tax efficiency.
(f) Trusts
Our Expertise Includes:
- Preparation of Form 1041 (Trust & Estate Returns)
- Income distribution deduction planning
- Coordination with estate attorneys and financial advisors
- Beneficiary reporting and planning
Our team helps preserve family wealth through strategic fiduciary and tax planning — ensuring that trusts serve their intended purpose efficiently and compliantly.
(g) Non-Profits
Non-profit organizations face distinct compliance and reporting standards.
Our Expertise Includes:
- IRS 501(c)(3) formation and exemption applications
- Annual Form 990 preparation and compliance
- Governance and internal control guidance
- Grant tracking and financial reporting
We support mission-driven organizations to ensure financial transparency, compliance, and sustainable operational success.
(h) Gift Tax Returns
We assist in the accurate preparation and filing of Form 709 – U.S. Gift Tax Return to document lifetime gifting strategies.
Our Expertise Includes:
- Gift splitting between spouses
- Lifetime exemption and annual exclusion planning
- Coordination with estate and wealth advisors
We help align your gifting approach with your estate and legacy goals, ensuring compliance and minimizing future tax exposure.