Tax Services

Utilizing our state of the art software, technology and research resources we can assist with your specific tax planning and preparation requirements in a timely and efficient manner.


Managing your tax liability can have a significant impact on your cash flow.  We can help you manage your federal and state taxes by working closely with you and your specific tax situation.  We will help you understand and plan to take advantage of the ever changing complex tax laws and regulations.

Business Tax Services

  • Year end tax returns for corporations, partnerships, LLCs and consolidated entitites
  • Preparation of most state tax returns, specializing in multi-state tax returns
  • Individual tax returns for business owners and proprietors
  • Quarterly payroll tax returns
  • Annual payroll tax returns and Forms 1099
  • Sales tax returns
  • Fixed asset depreciation and analysis
  • Tax research for federal and multi-state matters
  • Tax compliance and examination representation and assistance

Individual Tax Services

  • Year end federal and multi-state tax return preparation
  • Tax planning for high net income individuals
  • Tax planning for real estate investors
  • Tax planning for retirement
  • Tax planning for self employed individuals

Trust and Estate Services

  • Year end federal and state tax return preparation
  • Trust and Estate tax planning

Not-for-Profit

  • Form 990 and 990EZ preparation
  • Assistance to start-up organizations
  • Assistance with the preparation of Forms 1023 and 1024
  • Assistance to Fraternal Order of Police member lodges for 990N preparation

Retirement Plans

  • Preparation of Form 5500 for smaller plans

Through our strong alliances and referral networks we can refer you to specialists concerning such advanced tax requirements as research and development studies, energy credit analysis, cost segregation studies and advanced federal and state examination and collection matters.