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Tax Preparation

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Whether you are an individual or a complex business, preparing you own income tax return can be a daunting task that leaves you with more questions than answers.  Tax preparation is one of those areas where we try to make the process as simple for you as possible.

Every year there are multiple tax laws, regulations and court cases that create numerous changes to your tax compliance. As one of the leaders in this field, our tax professionals spend many days annually keeping up with these changes, and everyone receives high-level specialized training annually.

We use the most advanced and highly regarded tax software available, and we file your taxes electronically whenever it is permissible.  E-filing provides quick and safe filing, and provides an acknowledgement that your tax returns have been received.  Refunds are always quicker when e-filing your returns.

We provide you with a tax organizer when requested, and a comprehensive questionnaire to ensure that all available deductions, credits and tax matters are considered when preparing your returns.  Our invaluable advice and years of experience come with every return we prepare.

We specialize in tax preparation for:

  • Individuals and families – from basic returns to the most complex
  • Investments – including mutual funds, securities, real estate, options and complex international hedge funds
  • Small businesses and their owners, including employee benefit plans for the employees
  • Estates and Trusts, and Gift Tax returns
  • Non-Profit organizations

Think you might need tax preparation help? Contact us for a discussion of how we might be of help.

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