TAX SERVICES

The United States tax system is complex and in a state of continuous change. The use of taxes as an instrument of economic and social policy and the competing objectives of various interest groups have led to frequent legislative changes in the tax laws.

We advise both individuals and businesses on all aspects of compliance with the tax laws. We are bound by a stringent code of professional ethics and are qualified through our education and experience to provide a wide range of tax services relating to your personal and business decisions. We prepare tax returns and related schedules, provide advice on tax issues, help you plan effective tax strategies and represent you before taxing authorities when the need arises.

Our knowledge and training in tax matters and our awareness of new developments and emerging issues enables us to develop effective tax-planning techniques that often result in substantial tax savings to you. Similarly, we use our experience in tax return preparation to explore the many facets of personal finance and running a business. As tax advisors, we can provide:

TAX CONSULTING

As problem solvers we can:

• Advise on the tax effects of transfers of ownership among family members in a business.
  
  
• Provide income and estate-tax counseling with respect to the financial settlements involved in separation and divorce.
  
  
• Design compensation, fringe benefit and retirement plans for a company.
  
  
• Plan for a change in a corporation's accounting methods.
  
  
• Obtain an advance ruling from the IRS on the tax consequences of a proposed corporate acquisition of the stock or assets of another company.
  
  
• Analyze the tax benefits of investment opportunities in real estate, oil and gas and other risk capital ventures.

PERSONAL TAX PLANNING

As financial planning experts, we can also develop strategies to meet the long-term needs of you and your family.

Our expertise and an in-depth understanding of complex tax rules and regulations can help you and your family improve your tax position and realize significant tax savings.

We have the knowledge to assist you in developing an appropriate estate plan for building and preserving assets while minimizing estate and inheritance taxes.

Through our newsletters we keep our clients informed about important tax changes and relevant issues.

BUSINESS TAX ADVICE

There are tax implications to most business decisions; for example: relocation or changes in inventory procedures. Before making such decisions, our personnel can consult with you and give advice on the tax effects of various types of business organizations - such as a sole proprietorship, a partnership or a corporation.

We will also be able to consult with you and give tax and accounting advice in connection with the organization, purchase, sale or merger of a business.

REPRESENTATION BEFORE TAX AUTHORITIES

As your CPA we will be able to represent you and your business before state and federal tax authorities. We will be able to represent you by:

• Challenging the Internal Revenue Service's position regarding issues on which there are conflicting points of view.
  
  
• Preparing a protest that cites reasonable cause to abate a penalty assessed to an individual for the late filing of a tax return.
  
  
• Presenting oral and written arguments before an Internal Revenue Service appeals conference.

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