Our tax compliance services include preparation of:

  • Federal, State and Local Personal Income Tax Returns
  • Foreign Bank Account Reporting Forms (FBAR)
  • All states income tax returns prepared
  • Notary Service


  • Business Tax Preparation (C-Corp, S-Corp, Partnership and other Business Entities and Non-Profit Organization)
  • Estimated Tax Calculation
  • Sales Tax Preparation and Filing
  • All states income tax returns prepared

Tax Planning & Consulting

Our clients include high net worth individuals and executives in professional and commercial service businesses, retail sales, real estate construction and speculation, bio-technology, and healthcare.

We personally meet with our clients offering tax advice on topics such as:

  • Wage and Compensation Planning
  • Alternative Minimum Tax
  • Passive Activity Loss Rules
  • Sole Proprietorships
  • Foreign Earned Income Exclusions
  • IRA Conversion and Distributions
  • Capital Gain Transactions & Loss Harvesting
  • Income Deferral Strategies
  • Like/Kind Exchanges
  • Stock Option Planning
  • Tax Credit Opportunities