Federal Tax Preparation and Compliance

Our experienced professionals maintain a commitment to superior service and close personal relationships as they address each client’s unique situation. Licensed in multiple states, we offer complete tax planning, consulting, and compliance solutions that let our clients rest easy in whatever state they reside.

Domestic tax services include:

  • Individual income and estate tax planning and compliance
  • Corporate income tax planning and compliance
  • Business formation counseling
  • Deferred compensation plans
  • Employee stock ownership plans (ESOPs)
  • Inventory and tax accounting methods
  • Tax-free reorganizations and debt restructuring
  • Liquidations, sales, and redemptions
  • Mergers and acquisitions
  • Multi-state income tax preparation and planning
  • Franchise tax preparation and planning
  • Payroll and sales tax compliance
  • Tax research
  • Tax-free exchanges
  • Tax examination and audit representation and resolution
  • Valuation and appraisals