TAXATION
My tax services include the following:
1. Preparation of individual, corporate, partnership and fiduciary
income tax returns.
2. Preparation of federal estate and state inheritance tax returns.
3. Representation before the Internal Revenue Service and various
State agencies.
4. Tax Planning
(a) If your tax deductions will differ substantially from one year
to the next, or if you plan to make an investment during the year
that will provide you with significant tax benefits, I can estimate
your income tax liability by incorporating these changes into your tax
profile.
(b) With business owners, I typically review their year-to-date
Profit & Loss Statement a few months before their fiscal year-
end so I can estimate what their income tax liability may be at the
end of their tax year. This enables them to make sure they
have made sufficient estimated income tax payments during the
year, thereby avoiding penalties and interest for underpayment.
5. Tax Research and structuring of business transactions to ensure
after-tax returns are maximized.