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How we can help you...

Some of the topics we cover and review to  help our clients qualify for larger refunds or reduce tax penalties are:

  • Family Limited Partnerships

  • Special Property Tax Provisions

  • Charitable Contributions/Giving

  • Retirement Planning for Business Owners and Key Employees

  • Trust Planning and Management

  • Medical Practices Including Chiropractors

  • Minimizing Taxes on Large Roth Conversions

  • Buying Tax Credits and/or Deductions

  • Businesses with Multiple Locations

  • Estate Planning Transition

  • Waste and Recycling

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