We are experienced and knowledgeable in the tax laws and their interpretation

Our tax consultants are CPAs and attorneys who have specialized training and expertise in all matters of federal,  state and local tax issues. They are constantly monitoring the ever changing tax  laws and are available to research and render an opinion when clients are faced with a complicated tax issue.

Whether your business tax problems are simple or complex, our Firm can help

Our tax specialists assist hundreds of businesses and individuals in solving their complex tax issues. In addition, our  highly skilled tax professionals are responsible for helping our clients meet all their tax compliance responsibilities.

Almost every business decision carries tax implications

We resolve tax issues before they become tax problems. Our clients turn to us for such matters as:

• General business tax planning and assistance
• Advice on the tax effect of transfers of business  ownership among family members or sales to unrelated parties
• Consultations on compensation, fringe benefits, and  retirement plans
• Planning for changes in a corporation’s year end or  accounting methods
• Planning for the purchase, sale or reorganization of a business
• Obtaining advance rulings from the IRS on the tax  consequences of proposed transactions
• Selection of the proper business entity
• Analysis of tax implications of moving or expanding  to another state
• Tax return preparation

Whatever your personal financial goals, taxes will play a significant role

Our tax professionals can assist you in developing personal planning strategies with beneficial tax consequences. Our personal tax planning services include:

• Analyzing the tax benefits of tax advantage  investment opportunities
• Analyzing current financial affairs to assist in building and preserving assets
• Reviewing estate plans to minimize exposure to estate  taxes
• Counseling with respect to financial settlements involved in divorce and separation agreements
• Retirement income planning with respect to distribution from pension and profit-sharing plans
• Preparing tax estimates to evaluate current tax  planning alternatives

Professional representation can  make the difference

Professional representation at Federal and State tax examinations is often critical to the ultimate successful  completion of such examination. Our tax department has represented many taxpayers at all levels of examination, appeal and hearing in both Federal and  State matters.

For additional information, please contact: Brian J. Newman, CPA at or call  800-286-5726.

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