Tax Services
Our staff takes a continual and proactive approach to staying current and up to date on the latest tax legislation and regulations so that you save money wherever and whenever it is possible. And unlike many accounting firms, we do not just focus on your latest tax return. To us, tax planning, advice and counsel is a year-round job.
Our Comprehensive Tax Services Include:
- Tax return preparation and planning for individuals and a diverse range of businesses, not-for-profit organizations, trusts and estates
- Preparation of all state individual and entity tax returns
- Assistance with payroll set-up, calculations, and tax filings
- Consultation on sales tax issues and preparation of sales tax returns
- Preparation of inheritance tax returns and assistance with estate administration
- Multi-state and international tax consulting
- Research of complex tax issues aimed at minimizing the tax cost of financial and business transactions
- Estate planning and advice on lifetime gifting
- Preparation of applications for tax-exempt status and ongoing assistance
- Employee benefit, deferred compensation, and retirement plan consulting
- Representation before the IRS & NYS Department of Taxation and Finance
- Electronic Filing
- Affiliation with IGAF Worldwide
Our commitment to your financial well-being is very real. And rest assured, our core values of honesty, integrity, and ethical behavior are at the center of everything we do. Our staff of highly qualified CPA’s and business professionals will work with you from a “total business perspective,” making it our mission to provide highly personalized service that is attuned to your individual needs. Their skills, broad-based knowledge, and deep resources give our staff the ability to provide expert advice and counsel that addresses even the most complex tax issues - and that helps you avoid unintended and unnecessary taxes.



