Planning & Consulting:

• Entity formation and selection
• Entity reorganization and/or liquidation
• Mergers and acquisitions
• Transactional consulting
• Research & Experimentation Credits
• Succession planning
• Federal & State Income tax minimization planning
• Federal & State examination support
• State nexus issues and solutions
• State tax credit applications
• Sales and Use tax planning
• Personal property taxes
• Compensation planning
• Exempt Organizations
• Estate and Gift tax planning
• Partnerships - General and Limited
• Limited Liability Companies
• Family Limited Partnerships & LLC's
• Yearend income tax projections & planning
• Personal Financial Planning
• Cost segregation studies

Compliance & Return Preparation:

• Corporations - C & S
• Partnerships
• Limited Liability Companies
• Estate and Gift Tax
• Exempt Organizations
• Trusts
• Individual
• Payroll Reports
• Sales & Use Tax Reports
• Personal Property Tax Reports