Our team of experienced CPA’s and tax attorneys all work together to understand your needs and devise effective strategies to ensure your compliance with local, state and federal tax laws. We monitor the constantly changing tax regulations, interpret new developments, and stay ahead of and anticipate any issues that might arise. Doing so allows us to deal with and resolve tax issues before they become tax problems.

We recognize almost every business decision carries tax implications. That said, our approach is to act as a business consultant and to create the most favorable tax treatment for the situation at hand. Our tax specialists bring a high-level perspective to every matter by assessing the overall, long-term impact of each of the various options to mitigate any effect it may have on our clients.

Drawing on our business experience and our knowledge of the tax regulations, we are often able to minimize our clients’ tax liabilities, which can in turn have a significant impact on their bottom line. When clients face a tax issue, we are prepared to advise them on the appropriate strategies to best address the issue – strategies that have withstood the strictest scrutiny and have provided our clients with a competitive advantage in their marketplaces.

You can turn to us for a variety of services, including:

• 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

Our tax professionals can also assist you by developing personal tax planning strategies, which may include:

• Analyzing the tax benefits of 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
• Representation at Federal and State examinations

We look forward to hearing from you. For more information on these or any other services we offer, please contact Brian Newman, CPA at or by calling 
(800) 286-5726.