TAX PLANNING & PROJECTIONS

Advanced tax experience, backed by industry-leading tax research resources, provide us with a unique ability to analyze interim results, model one or more scenarios, and then recommend actions to business entities and individuals to minimize tax liabilities. Our guidance will clarify complex tax and financial issues, and support your decision-making for the following:

TAX RETURN PREPARATION

Utilizing best-in-class professional software, our team will prepare accurate and timely Federal and State tax return filings. All tax return documents are transmitted securely in a private client portal, with clear e-filing and e-signature instructions, which eases the process of sending copies to lenders or other third parties. Tax Return Preparation includes the following entity types and custom tasks and projects:

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