Our Tax Services

Federal State & Local Taxes

• We help Determine all your tax obligations in the states they conduct business, as well as help tax preparation & return

• Develop tailored strategies to optimize federal, state, and local tax benefits, helping you minimize taxes and protect your assets.

• Ensure compliance to federal state/local tax laws and regulations, be reactive to federal state/local letters or audits when they occur.

Our services including:

• Federal, state income tax

• Self-employment tax, employment taxes, unemployment taxes

• Employers withholding, and payroll taxes

• Sale tax and use tax

• Multi-state taxes

• Franchise taxes

• Tax credits and incentives

• Accurately estimating and paying quarterly taxes

• Business professional occupational license or business license

• Business tangible personal property taxes

• Nexus or physical presence

• County taxes

• Excise taxes

• Employer health care mandate

• Other taxes and fees

Estate & Trust Tax

If you have a spouse or children or own a business. Estate and trust tax preparation and planning are an important part of managing your financial future, and ensure financial security for your loved ones. Here’s what we can assist….

• Help you develop an estate and trust plan that protects wealth and minimizes the tax burden on you and your loved ones.

• Work closely with investment advisors, attorneys, and other financial professionals so that we are able to develop a long-term estate plan that meets your needs

• Stay current on tax law changes that affect estate and tax trust preparation.

Our services including:

• Allocating assets to spouses, children, trusts, and charities

• Reviewing your estate plan and trust tax situation to ensure financial goals are met

• Gift tax returns and strategies

• Business succession planning

• Trust administration

• Trust income tax returns

• Estate tax returns

Tax Advisory

We help analyze the impact of gifting, owning, growing, structuring, buying or selling assets, stocks, investment, or business, or the effect of various transactions on your tax situation. Offer the best advices, and plannings that help you minimize tax, and acheive your business and financial goals:

• Tax efficient entity structuring and restructuring

• R&D credits and incentives

• Cost Segregation Studies & Depreciation Strategies

• E&P stock basis, stock option tax planning, transaction costs analysis

• Retirement planning for business owner and their employees

• Purchase and Sale of Rental Properties

• Consultation on complex tax matters

• Business valuations, mergers & acquisitions consulting

• Tax projecting & analysis

• Medical care tax planning

• Business start-up consulting

• Employee retention credit (ERC)

• COVID-19 government credit

• And more

We can tailor our packages to meet your needs and growth goals

Scroll down to know more about our other services