Business Succession Planning
Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.
Buying & Selling a Business
Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. Our competent staff has experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations.
A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.
Estate & Trust Tax Preparation
We can guide you through the complex process of getting your financial affairs in order for yourself or a loved one that has passed on. Our office can also handle the tax needs and requirements including IRS Forms 1041, 706 and 709. See "Tax Services" for more information.
During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.
We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to: US Individual Income Tax Return (Form 1040) US Income Tax Return for Estates and Trusts (Form 1041) US Estate (and Generation-Skipping Tax) Tax Return (Form 706) US Gift (and Generation-Skipping Tax) Tax Return (Form 709) US Return of Partnership Income (Form 1065) US Corporation Tax Return (Form 1120) US Income Tax Return for An S-Corporation (Form 1120-S).
We can also offer you guidance and assistance regarding IRS Section 1031 Tax Free Exchanges.