By keeping current on new tax laws and legislation, we are in a key position to identify tax planning opportunities that maximize your earnings and assets – both now and in the future. We provide our clients with taxation expertise and sound advice all throughout the year. Our specialties include, among others:
- Tax planning for individuals and corporations
- Tax return preparations for individuals, corporations and trusts
- Tax effective retirement, estate and trust planning
- Tax planning and compliance
- Tax considerations in matrimonial settlements
- Tax effects of buying/selling a business
Estate & Trust Tax Preparation
Effective estate planning ensures a smooth transfer of assets to your beneficiaries, provides security for your surviving partner, and can reduce or eliminate the tax owing on the transfer of your business and other assets. For business owners, choosing the right successor is also essential. It’s not a one size fits all solution. Each individual and business situation requires a customized plan. We are ready to help you get your financial affairs in order.
Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience to minimize your tax liabilities, take advantage of available deductions, and increase your after-tax profits.