Proper tax planning is the key to taking advantage of opportunities for minimizing or avoiding tax exposure. Our insightful tax strategies minimize state and federal tax liabilities.
Our tax expertise for tax planning and return preparation include:
- Multi-state and local
- Trust and Fiduciary
- Sales and use
Whether the need is representation before governmental entities or saving tax dollars through proper tax planning, our team is well prepared.
We emphasize the importance of tax planning and consultation. We also assist in estate planning and work with many law firms in completing the documentation to “road map your tax plan”.
Our staff is trained to recognize tax planning opportunities for our clients. They consult with the partners and research unusual tax matters. All income tax returns are reviewed by at least one of the partners and another accountant supervisor besides the preparer.
Our staff has regular in-house meetings where current tax developments are discussed. All of our CPAs have met New York State requirements regarding continuing professional education and in many cases have far exceeded those requirements.
We emphasize knowledge and creative tax planning to achieve the best results possible in the interest of our clients.