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Tax Services
Our tax services for individuals are closely aligned to the tax planning and compliance services we provide to businesses. We will create a tailored plan to limit your tax exposure and help you achieve your personal financial goals. Our team has over thirty-five years of experience preparing individual, corporate, not-for-profit, and estate tax returns. Let us know how we can help.
Tax Preparation and Review
Preparation of federal, state, and local returns
Outsourced tax compliance
Review of internally prepared returns
Staff level assistance in return preparation
Tax Advisory
Estate planning
Gift and trust
Generation skipping transfer tax
New Market Tax Credit
Community Development Entity (“CDE”) Certification
NMTC Allocation Applications
NMTC Management Services
NMTC Placement
TAX TALK
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