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Tax Services

“Over and over again the Courts have said that there is nothing sinister in so arranging affairs as to keep taxes as low as possible. Everyone does it, rich and poor alike and all do right, for nobody owes any public duty to pay more than the law demands.” ~ by Judge Learned Hand

Do you feel that no matter how hard you struggle to keep up with the latest changes in tax laws, there's always something new to learn?

We, as a CPA firm, have the knowledge, experience and tools to help you maximize your tax deductions to the extent allowable by law, thus saving you time and money.

We offer tax planning and consulting services. We have been working with company executives on stock options, stock awards and alternative minimum tax for over 20 years. Below are examples of services we offer:

  • Choice of business entities- C Corporations, S Corporations, Limited Liability Companies or Partnerships,
  • Recommendation of Company Retirement Plans,
  • Employee Benefits,
  • Buy Sell Agreements,
  • Business Exit Strategies,
  • Merger & Acquisitions,
  • Income Tax Planning,
  • Retirement Planning,
  • Estate Tax Planning.

As professional tax preparers, we prepare timely and accurate tax returns to keep you out of trouble with the IRS and state tax agencies. 

We prepare the following types of tax returns:

  • Personal
  • Corporations
  • Partnerships
  • Limited Liability Companies
  • Estates & Trusts
  • Charitable Foundations & Trusts


With our experience, knowledge and integrity, we work with our clients in

their financial and tax matters to give them peace of mind ©


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DISCLAIMER
Securities and  Investment Advisory Services offered through Foothill Securities, Inc. Registered Broker/Dealer and Inestment Advisor, Member FINRA/SIPC

 
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