Tax Planning

Tax planning and tax forecasting services for individual and small business clients is a core competency of the firm. Effective tax minimization begins with long-term tax strategizing to establish overall objectives and is maintained with conscientious and consistent annual tax forecasting and mid-year tax planning. Individuals that have high net worth will require more tax planning due to the Net Investment Income Tax.   Businesses will have to face additional regulations such as  providing healthcare to their employees and finalized repair regulations that can greatly impact their taxes.