Tax  Services

Compliance, Planning & Management

We use a team approach to manage your taxes and achieve your goals. We call this approach tax management.  Our recognized technical expertise is the result of extensive training and leadership roles in national and state organizations. Our tax management team provides you with professional ability and expertise, superior technical and analytical skills, proven problem-solving experience and a responsive end-results orientation.

Our tax management services include:
    -    Individual Taxation
    -    Current and long range planning
    -    Personal retirement planning
    -    Estate and gift planning 
    -    Corporate taxation  
    -    Real property tax services--are you paying too much property tax?
    -    Cost segregation services
    -    Corporate acquisitions and reorganizations
    -    Maximizing key employee income
    -    Assistance with entity selection
    -    Formation and liquidation 
    -    Partnership taxation
    -    IRS and State Tax Audit Management
    -    Representation & negotiation w/Federal and
         State Revenue Services and other government
         agencies 
    -    Response to tax correspondence inquiries
    -    Outsourcing services for business
    -    Services for Foreign entities and expiates

Our tax team is prepared to assist you reduce and manage your tax challenges.

Robert A. Mathers, CPA
Director, Tax Services

"We approach business income, short-to-mid-term objectives and exit strategy issues with the big picture in mind.
Our tax team listens carefully to  management. As an advisor, I may not always be able to convince the client that the path we suggest is preferred, but we always respect that decisions have been made with a full understanding of available options. It is our job to ensure options are brought forward for discussion."

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Need to research another state's tax regulations?  Click here for links to every state's tax resource website.

Want to track the status of a Federal tax return?  Click here.

Need a financial glossary?  Click here.