OUR TAX PHILOSOPHY
Our clients count on us to provide solutions to critical tax issues and our philosophy is that effective tax management is far more than an annual conversation. For each tax client, we establish a system of active communication so we stay informed about your financial condition and changes which may affect your tax situation. We want to make sure you fully understand and can appropriately plan for the tax consequences resulting from financial decisions.
CORPORATE AND PARTNERSHIP TAX
We are highly specialized in serving privately-held businesses and possess the expertise to manage all types of corporate and partnership tax matters, including entities with complex, consolidated, industry-specific, multi-state and international tax considerations. Our team of seasoned and progressive professionals will develop for you a tax strategy that is as unique as your business and tailored to your risk tolerance.
When you reach certain stages of your business or your life, we re-evaluate existing tax positions, explore new options and ensure your plan is consistent with your business and personal goals. We are continuously monitoring legislative changes so your tax plan is always focused on maximizing wealth and protecting and accumulating assets.
The ultimate goal of our clients is to preserve the income they earn which is why we take the time to research and formulate tax positions and minimization strategies in conjunction with scheduled planning sessions. We know that strategies centered on investments, children, education and retirement can significantly reduce your personal income tax liability and we also recognize that individual tax situations do not exist within a vacuum, which is why we view each tax client and their related entities and individuals as separate pieces and as well as a combined unit so that we devise the most effective and comprehensive solutions.
NEW BUSINESS FORMATION AND STRUCTURING
At the onset of a new venture, one of the most critical decisions is selecting an entity that is appropriate and advantageous from both a tax and legal perspective. We will provide you with the tax advice you need to get your entity set up correctly as well as work directly with your attorney so that formation and related equity agreements are structured properly.
OTHER TAX PRACTICE AREAS
We will work tirelessly to improve your tax position and find opportunities to reduce your tax obligation through by discussing and addressing State and Local, International, Estate and Property tax. We will also spearhead any communications with the IRS or State agencies either during an audit or as a result of notices or correspondence.