
There are many accountants
who can do tax returns. We focus on tax planning to
make sure that you pay the least amount of tax within the
confines of the law.
Tax
Preparation and Tax Planning - Obtaining
and preserving capital is a difficult and time-consuming task.
Our personal financial tax-planning services offer an objective,
comprehensive package to individuals. In addition to the basic preparation
of all federal, state and local tax returns, we evaluate the many
alternative tax-planning strategies that are available.
Some of these plans include:
Individual
Tax Planning--Deferred compensation alternatives;
timing of charitable contributions; alternative minimum tax planning;
investment interest expense limitations planning
Financial
Planning--Comparison of alternative investments
on an after-tax basis; cash-flow projections
Financial
Investment Analysis--Tax-sheltered investments
and alternative distributions from retirement plans; the cost
of borrowing
Gift
and Estate Tax Planning--Generation-skipping transfers;
estate liquidity; charitable trusts
Do you have
tax issues that have accumulated over the years, i.e. delinquency
in paying taxes?
We can help you through this difficult process
with the IRS. We have been successful in reducing outstanding tax
obligations with the IRS through the use of an "Offer In Compromise".
Divorce Planning
- A divorce engagement typically begins with a review of an inventory
of assets and liabilities provided to the attorney. We can help
in a number of areas to make sure that you get what you deserve:
Taxation
of Alimony and Child Support Issues
Marital
Property Issues
Taxation
of Property Settlements
Forensic
Examination of Personal Financial
Representations
Forensic Examination of a Closely Held Business
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