Tax Return Preparation

Our firm provides a full range of tax preparation services including the annual filing of individual, corporate, partnership and trust income tax returns. We also prepare estate and gift tax returns, when applicable. We prepare your annual income tax returns in line with the overall tax strategy that has been implemented as a result of the business and wealth management consulting services described elsewhere.

We are an advocate for our clients in the preparation of their annual income tax returns. Our first goal is to ensure that you are compliant with the existing tax law as you deserve the peace of mind of knowing that your returns were prepared correctly and that the assertions embodied in the returns will hold up to any potential IRS scrutiny. Our next goal is to make you aware of gray areas in the tax law and the tax saving opportunities that may exist. We then describe in detail those opportunities including their potential benefits and risks, and then allow you to make the final decision with respect to these gray areas in the tax code.

Our clients enjoy the satisfaction of knowing that they did not pay any more in taxes than they are legally required to pay. They can also rest assured that their returns were prepared in accordance with current tax law. Lastly, they know that we will always stand ready to assist them in the future in analyzing any subsequent correspondence from the IRS related to the return we prepared for them.