The firm presently focuses on the individual and small business market. Small business market is defined as corporations with less than 20 Million in annual revenues. Services are also available to partnerships, fiduciary entities, and limited liability companies. The following is list of services available:

  • Tax Compliance: The firm advises of all required tax filings and deadlines for individuals, business, and fiduciary entities. This applies to both federal and state level.

  • Tax Return Preparation: The firm prepares all tax returns required by federal and state tax authorities.

  • State and Local Tax Issues: Clients are advised of state and local tax filing and compliance issues that may arise during the year.

  • IRS and State Representation: Although an audit is never welcomed, if a client confronts this situation, the Firm is ready to assist in this process and to work diligently to minimize costs and client involvement.

  • Estate and Fiduciary Tax Planning

  • Business and Individual Tax Planning