If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. Our firm offers a full range of professional services, while providing the individual attention you deserve.
We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.
Corporate Tax Planning & Advisory
We support our clients with research, consulting and planning advice for non-compliance tax services. Our tax team is expert at providing dynamic tax services in complex tax areas. By using our experience and knowledge of the most current developments in tax laws and regulations (Lease Accounting Guide ASC 842, Revenue Recognition Standard ASC 606, etc.), we help businesses to identify key tax planning opportunities and support companies to minimize both the current and future tax obligations.
Tax Credits & Incentives
Qualifying companies may benefit from claiming eligible federal, state, and local tax credit and incentives. By investigating and evaluating a company’s operation and bookkeeping, our tax professionals determine, calculate, and apply the available types of credits that the company deserves. Typical business credits we assist clients with include:
- Increasing Research Activities Credit
- Rehabilitation, Energy and Reforestation Investments Credit
- Employer-Provided Child Care Credit
- Family and Medical Leave Credit
- Disabled Access Credit
- Small Business Health Care Tax Credit
Corporate & Partnership Tax
We work with business clients of all types and sizes and handle complicated and challenging tax reporting issues and leverage tax provisions and opportunities to our clients’ advantage. We offer all-year-round consulting for a wide range of tax and accounting needs. We are specialized and experienced in tax planning and preparation for small businesses, star-up companies, and corporations in bioscience industry. We evaluate our business clients’ operations and assist them to save significant money by applying eligible federal, state and local tax credits and incentives, such as research and development tax credit, on the tax returns.
State & Local Tax
Beyond income tax filing, we render a variety of state and local tax services that help our clients to develop their business across state boundaries while staying compliance with multistate and local tax regulations. Our services include but not limited to:
- Unemployment Insurance Tax & Employment Withholding Taxes
- Tax Nexus Determinations
- Sales and Use Taxes
- Franchise Tax
- Tax Due Diligence
Our tax professionals take a wide-angle view of our individual clients’ tax matters to find the most resourceful and effective ways to decrease their tax liabilities and maximize after-tax wealth accumulation. We take the time to understand our clients in order to depict a whole story of their special tax situations. Clients can rely on the hands-on attention of a skilled and knowledgeable partner for year-round discussion and consultation. Tax reporting for people who have global income sources and assets can be challenging and requires extra expertise and discretion. Our knowledge in international taxation allows us to serve clients with sophisticated foreign tax situations and help them to fulfill special compliance requirements (FBAR, FinCEN 114, Form 5471, etc.).
Trust, Estate and Gift Tax
We provide tax preparation service for federal and state individual, business, fiduciary, estate, inheritance and gift tax returns including:
- Forms 1041, Tax Return for Estates and Trusts
- Form 706, Tax Return for Estate (and Generation-Skipping Transfer)
- Form 709, Tax Return for Gift (and Generation-Skipping Transfer)
Our team of tax specialists work with NFP organizations of all shapes and sizes and assist them in filing various tax forms including:
- Form 990, Return of Organization Exempt from Income Tax
- Form 990-EZ, Short Return of Organization Exempt from Income Tax
- Form 990-PF, Return of Private Foundation
- Form 990-N, Electronic Notice for Tax-Exempt Organizations
Entity Classification Election
Our professionals help entrepreneurs to choose the entity type that suits their needs best, taking considerations of the business nature, financial and tax advantages, as well as future development perspective.