TAXES

We provide in-depth tax services for individuals, trusts, and estates. We have extensive experience in resolving problems with the IRS and other taxing agencies, including negotiating payments on delinquent taxes and amending prior year tax returns.

 

RETIREMENT PLANS

We have specialized knowledge in retirement plan administration. We’ll help you design the best retirement plan for your situation and monitor it to keep your plan in compliance with an ever changing landscape of fiduciary responsibilities.

We guide our clients to efficient management of their individual retirement accounts (both traditional and ROTH IRA). Our expertise includes rollovers, required minimum distributions, beneficiary designations, inherited IRAs, and recharacterizations.

 

MANAGEMENT ADVISORY

Our years of experience have provided exposure to a variety of complex tax issues and creative solutions, which in turn are valuable in solving unique problems as they arise. We’ve developed a network of resources to help meet your needs.

 

STRATEGIC ALLIANCES

We’ve developed working relationships with a variety of service providers. We are able to recommend competent professionals to help you build your team of trusted advisers, including advisers, bankers, attorneys, and real estate professionals.