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Tax Services

We offer an array of tax services and continually keep our clients updated on the ever-changing tax environment.  Clients are able to utilize our tax knowledge to make more informed decisions about their tax situations and plan for the future.

Tax preparation services include Federal and State forms/returns for:

  • Individuals, including non U.S. residents
  • Businesses
  • Estate/Trusts
  • Not for Profit Organizations
  • HOA/Condominium Associations
  • Foreign Bank/Financial Asset Reporting Requirements
  • Foreign Investment in Real Property Tax Act (FIRPTA), including withholding and ITIN application matters


Tax planning is provided as part of the tax return preparation process to assist clients in maximizing the tax effectiveness of their situation and evaluating if they are on track in achieving their goals. 

In addition, specific tax planning engagements are also available upon request.