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Helping you and your family grow and protect your wealth

We admire your ability to create wealth by working hard and mastering your craft.  We also understand how important it is to keep what you’ve worked so hard to earn.  That’s why we’ve become experts at helping you minimize tax liability and safeguard your money.

Our extensive experience in tax planning and compliance helps you efficiently manage your tax situation.  必威体育怎么样财富管理服务让您定义, 探索, and maintain a financial retirement plan tailor-made for your needs.  We believe our job is much bigger than just filing your tax returns.  Our purpose is to give you the freedom to focus your time on what’s most important to you.

Taxpayers are continuing to grapple with what landmark US tax reform means to them. Some of the complex choices in tax and wealth planning that stem from tax reform and other recent policy changes include:


Tax reform not only ushered in some major changes for individual payers but crucially put many of the new provisions on a deadline. 排除更多财产的机会, 如现金, stock or real estate from federal gift and estate taxes is one of those benefits scheduled to sunset after 2025.


Exploring options on where to live and work is becoming less fantastical as remote working goes mainstream, and the exercise is bringing cost of living differences among states to the forefront for many. 随着10美元,000 cap on deductions of State and Local Tax (SALT) from federal income tax thus far withstands regulatory reviews, more residents or business owners in high tax states are likely to consider residency in states with no or lower income taxes in 2020.

Making the right entity choice for the business and the owners

The decision about how to incorporate as a business and thus pay income tax – as a pass-through on owners’ personal returns or as a C 公司 with a business return – isn’t quite as clear cut. Tax reform in 2017 complicated the equation with one signature move to drop the statutory income tax rate for corporate entities to 21%. 最终, the deciding factor often hinges less on the tax rate and more on the corresponding consequences on how the business is run.


Smart tax planning equates to paying less tax, and we know this is one of your top priorities. 无论你是一个人, 公司, 伙伴关系, 房地产或信任, 我们能满足你的需要. Our seasoned Tax Professionals will work with you all year to develop a tax-saving strategy that is customized to your unique financial position.

We are also aware that nothing strikes fear in the taxpayer’s heart more than a notice from the Internal Revenue Service, 这就是为什么我们还提供税务解决服务. In the event of a tax or payroll audit or in situations of delinquent tax assessments and levies, you have the peace of mind in knowing that your trusted adviser is there with the expertise required to resolve any situation.

国税局 审计表示

Nothing strikes fear in the hearts of people more than receiving an 国税局 Audit letter in the mail. Audits take significant time away from your business and family, requiring you to gather mounds of records substantiating each and every item reported on your tax return and develop a comprehensive understanding of tax law.国税局审核表示

The 国税局 leaves no stone unturned in its mission to determine the accuracy of your tax return. 如果你不遵从审计员的意愿, the 国税局 will recalculate your tax and send you home with a hefty tax bill as your parting gift.

Many taxpayers decide to handle a tax audit themselves, 并发现他们可能是“小钱聪明”,“避免代理人的费用, 但“大事糊涂,” because they received a substantial bill for a significant tax deficiency.

你看到, 国税局 Auditors are trained to extract more information from you than you have a legal obligation to provide. 国税局 Auditors know that most people fear them and are ignorant of their rights. As a result, they know they can use that fear and ignorance to their advantage.

Rarely do our clients even have to talk with the 国税局. We handle it all for you so that you need not take time off of your business or job to handle the bureaucracy and paperwork of the 国税局. 没有损失工资和生意. You simply forward notification of an audit to us and we handle it from A to Z.

If you’ve received an audit notice from the 国税局, please contact us for help.


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