Planning

• Annual Tax Planning and Projections
• Charitable Giving
• Tax-Favorable Compensation Techniques
• Estate and Gift Tax Planning
• Retirement Planning
• Budgeting
• Cash Flow Analysis

Compliance

Tax Preparation

• Individual Tax Returns
• Fiduciary (Trust and Estate) Income Tax Returns
• Estate and Gift Tax Returns
• Expatriates and Foreign Earned Income Exclusion
• Foreign Investment in Real Property Requirements

Problem Resolution

• IRS Audit Representation
• State Tax Audit Representation
• Amnesty Programs
• Voluntary Disclosure