Income Tax Planning & Preparation

Our approach

Individual taxpayers, trustees, executors and managing partners of family partner- ships all seek our counsel to implement strategies that reduce tax liabilities and conserve cash flow.

Our team comprises attorneys, Certified Public Accountants, Enrolled Agents and Certified Financial Planners® who are adept at representing taxpayers in front of taxing authorities and resolving controversies efficiently.

We prepare federal, state and local income tax returns; respond to audits and other inquiries from taxing agencies; and help clients maintain detailed tax records for assets such as real estate and marketable security investments.

Constantly monitoring new developments, laws, rulings and cases, on both a federal and state level, we design and implement plans that incorporate optimal tax-minimizing strategies.

Being able to analyze factual situations and develop multi-year tax projections is critical for comprehensive tax planning. We understand, utilize and exploit the critical differences between the income tax and estate tax regimes.

We work with:

• Corporate executives
• High-net-worth individuals
• Retired executives
• Business owners
• Trusts and estates
• Family partnerships
• Expatriates
• Resident and non-resident aliens