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Individual Tax Compliance & Planning

For many business owners there is an intimate connection between corporate and personal tax matters. Without proactive planning, a business owner may end up paying much more in personal taxes than is really necessary. Individual and Family tax matters require professionals who are sensitive to your particular needs and will spend the time discussing options and implications.

Our Services

We work with families, Business Owners & Entrepreneurs, Corporate Executives and Alternative Investment Principals on your income tax planning and compliance needs. Through our proactive approach we are able to deploy strategies that minimize liabilities and put you in the best tax position possible.

  • Income Tax Planning & Compliance
  • Preparation of Federal & State Returns
  • IRS & State Audit Representation
  • Management of Audits by Tax Authorities