Tax Services

Tax Planning and Preparation

Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that navigate tax laws and legislation to your greatest advantage.

Estate Planning & Trust Tax Preparation Services

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

Research & Development Studies

Many taxpayers continue to regard Research & Development (R&D) as an activity associated solely with high-tech, biotech and pharmaceutical-type companies. However, under new federal tax regulations, a company may qualify for the R&D credit for numerous activities that historically have been regarded as “simply doing my job.”

If your company is involved in any of the following activities, you may be able to claim the R&D tax credit: manufacturing products, developing new processes or formulas, improving production processes, developing or upgrading software, designing tools, improving manufacturing facilities, performing certification testing, automating processes, completing environmental testing or developing new technology. In addition, many taxpayers miss out on qualified R&D expenditures in areas such as engineering, quality assurances, marketing, purchasing, manufacturing and information technology. Taking advantage of the R&D tax credit can mean significant benefits for the mid-market business.