Back to top

Tax Preparation & Planning

The best known and a respected service of a certified public accountant is that of tax advisor. Never in the history of our country has the burden of income tax and reporting requirements been so complex. Understandably, most individuals and business owners do not fully comprehend all of the rules and regulations that govern the way they do business and are taxed. Do you know enough about federal, state, and local tax laws to make sound financial, business and personal decisions? When it comes to taxes, are you positive you are not paying too much?.

It is surprisingly easy to get lost in this unfamiliar and increasingly complex area. Income tax planning requires a professional and our tax professionals can assist you in charting a smooth and easy course through today's tax laws. Due to our knowledge of complex tax provisions, and their susceptibility to constant change, we are the best and most reliable source for help in satisfying your tax obligations at the least possible cost. We are qualified to provide overall tax planning for the individual, partnership, corporation, estate or trust. Our professional staff is trained to provide answers to the many tax problems that you encounter from day to day.

Many tax return preparers consider the preparation of your returns as the ultimate goal and objective of their engagement. Although we know that tax returns must be filed, our firm considers the actual preparation of those filings as merely the finishing paperwork of a process that begins with our advising you of opportunities that may reduce your tax liability. We want to play a vital role in helping you plan your tax future.

We can also represent you in the event of controversies with state and federal tax agencies.

News

Citigroup Facing New Regulatory Knock on Its Living Will

A top U.S. banking regulator is preparing to hand Citigroup a failing grade on its living-will plan, the latest rebuke for the megabank that has struggled to stay in the government’s good graces....

Midsize Companies Are Big Business for Wall Street's Megabanks

With fewer large deals, banks including JPMorgan are earning more fees from smaller outfits....

Activist Starboard Value Has Stake in Autodesk

Starboard met with executives of the design-software maker in recent weeks....

French Markets Could Do With More Sangfroid

Bond investors have been spooked by Marine Le Pen’s euroskeptic and far-right party potentially winning the French legislative election. But recent cases of ousted populist politicians show that ce...

Two Is Better Than One in the Alzheimer's Market

The approval of Eli Lilly’s Alzheimer’s drug donanemab could help build momentum for Biogen’s struggling drug Leqembi....

UBS Proposes Payout for Investors Slammed by Credit Suisse Greensill Funds

UBS said it would repay investors 90% of their remaining fund stakes, but that the payments won’t affect its group results or capital ....

A Big Bond Rally Is Promising Help for Home Buyers

The sharp rise in bond prices has pushed down the yield on the 10-year U.S. Treasury note, a benchmark for mortgage rates and other borrowing costs across the economy....

Fisher Investments Strikes Deal With Advent

The private-equity investor plans to take a minority stake in the firm known for its ubiquitous advertisements....

Japan's Chip Equipment Maker Disco Catches AI Fever

The maker of equipment for semiconductor manufacturing occupies a key role in the chip-supply chain....

Wells Fargo Bet on a Flashy Rent Credit Card. It Is Costing the Bank Dearly.

The bank is losing money every month on the program as savvy customers flock to the card and projections on key revenue drivers turn out to be inaccurate. ...