Tax Compliance & Planning

Tax compliance focuses on filing federal, state, and local tax returns for individuals, businesses, and nonprofits. Our tax compliance services help ensure that:

  • Tax returns and extensions are filed on time, and tax obligations are accurate and paid by the due date

  • Tax-related matters are in compliance with the requirements of IRS regulations

  • Documentation to support income, credits and deductions can withstand tax examination

Tax planning focuses on helping you to minimize your tax liabilities by providing you with various strategies to make an informed financial decision. As part of this process, we assess your specific financial situation by reviewing income, investments, and expenses. This helps in projecting future tax obligations. Based on the future tax obligations, we recommend alternative methods such as retirement contributions, structuring asset transfers to minimize estate and gift taxes, and maintaining contact to keep you informed of new tax regulations.

Pink and Brown Dots Baby Photo Collage (1).png