Tax planning and tax forecasting services for individual and small business clients is a core competency of the firm. Effective tax minimization begins with long-term tax strategizing to establish overall objectives and is maintained with conscientious and consistent annual tax forecasting and mid-year tax planning.
Upon accepting a new client, we review their most recent tax returns to understand the client's past income tax experience. From our review we typically develop scenarios of possible transactions designed to reduce or defer income tax liability and/or avoid any potential compliance problems. Once a client's tax strategy is planned, we monitor developments and prepare required income tax return forms.
Our partners regularly meet potential clients to review their income tax situation.
They would be delighted to meet with you!