We serve individuals, partnerships, corporations and trusts in order to identify appropriate opportunities and develop effective strategies addressing local, state and federal taxation issues. Such assistance is provided in several tax advisory areas:

• Tax Planning and Preparation engagements are designed to prepare the individual or entity's personal or business income tax return for the past period on a timely basis, as well as to plan a tax strategy for the next period which constructively addresses the level of liability.
  
  
• Investment or Tax Shelter Analysis provides advice to clients considering the impact on prospective business or real estate transactions of current or proposed tax laws, regulations or rulings, in order to allow that such factors may be taken into account in the investment decision process.
  
  
• Estate and Trust Planning services assist businesses as well as individuals with the increasingly complicated tax and administrative issues associated with growth or maintenance of capital in an unsure economic environment, transfer of assets to successors or beneficiaries, and minimization of necessary expenses upon change of circumstances.
  
  
• Representation Before Tax Authorities at the local, state and federal Internal Revenue Service level is provided in order to assure clients of appropriate technical advice and support in addressing issues regarding income, sales, use, property or other personal, business or professional taxes as a result of audit, compliance or other action.
  
  
• Obtaining Tax-Exempt Status for qualified non-profit organizations includes detailed review of documentation, preparation and submission of required data to federal as well as local authorities, and often direct interaction with cognizant officials on behalf of the organization.