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Tax Services

Corporations, Partnerships & Businesses

  • Federal, state, and local income tax returns
  • Regulatory compliance
  • Liability minimization
  • Strategic taxation consulting
  • Client representation before the IRS or State


Individuals & Families

  • Year-end and long-term tax planning and preparation
  • Electronic filing of returns
  • Estate and gift planning
  • Fiduciary returns including estate tax return preparation
  • Retirement strategies
  • Business successions