Tax and Accounting

“Anyone may arrange his affairs so that his taxes shall be as low as possible; he is not bound to choose that pattern which best pays the treasury. There is not even a patriotic duty to increase one’s taxes.”

- U.S. Court of Appeals judge Learned Hand

Investing is important. We firmly believe this to be true – but sometimes we put the focus on the wrong things. It is our belief that “what you make” is not as important as “what you get to keep.”

We are committed to helping each of our clients reduce their tax bill whenever possible. Whether you are a retiree, a pre-retiree, or a business owner, you may have the opportunity to reduce your tax bill. If you think you may be paying too much in taxes, or if you are worried about a potential tax liability in the future, our financial planning may help.

• Tax & Accounting Offerings
  
• Tax Planning - Individual & Business
  
• Tax Preparation - Individual & Business
  
• Estate Taxes
  
• State & City Taxes
  
• Accounting & Bookkeeping Services
  
• Business Consulting
  
• Assistance with Business Entity Choice
  
• IRS Tax Consulting
  
• IRS Settlement Negotiation as Taxpayer Advocate
  

Your specific circumstances will determine the potential need for the services listed above, as well as the possibility for additional tax and accounting solutions.