We have many years of experience in assisting clients with multi-faceted income tax matters. Our client base consists of privately held companies and their owners as well as prosperous individuals. We specialize in developing and implementing innovative strategies designed to reduce the income tax liability of our clients.
Privately held companies and their owners often encounter such issues as:
Prosperous individuals face their own set of challenges:
Stock options
Passive activities
Education funding strategies
Securities transactions
Minimizing estimated tax payments
Charitable giving
Our seasoned professionals have the commitment to continue to develop their expertise and monitor continuing developments in our rapidly changing tax laws. We also utilize the cutting edge, web based technology in delivering the highest level of service to our clients.