Tax Services

Tax planning and reporting is a critical element in all businesses. Beyond income tax considerations there are payroll taxes, sales and use tax, and personal income and estate tax decisions. All of these pieces are interwoven together and need to be carefully planned for, reported, and reviewed frequently.

A mythical goal is tax liability can be eliminated. This is not true. Taxes need to be paid by everyone. At times there are incentives or credits that can be applied, but the key to effective tax planning is to defer tax liability for as long as possible. When tax liability is deferred it enables you to invest that money, earn income from it, pay down debt, or use those funds to make other purchases.

Our role is to help you create a tax plan tailored to your business and personal financial position based on today’s needs and your future plans.

Some of our tax services include:

  • Business Tax Planning & Return Preparation
  • Individual Tax Planning & Return Preparation
  • Estate & Gift Planning
  • Trusts
  • Retirement Plans
  • Mergers & Acquisition Tax Strategies
  • IRS Representation
  • Communication with all Tax Authorities

To learn more, please contact:

Dave Grotkin

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