Tax Services

Our tax department provides tax services to individuals, corporations, S corporations, partnerships, limited liability companies, trusts and estates, and not-for-profit entities. We go beyond advising on best tax strategies. We approach the needs of each individual or business with the goal to help our clients succeed. We have streamlined our tax planning and preparation process so you can focus on your business.

Exempt Organization / Non-Profit Tax Compliance

Tax Exempt Organizations are required to file an annual Form 990 tax return with the Internal Revenue Service (IRS). The IRS recently redesigned Form 990 and made significant changes. The new form and supporting schedules are intended to provide increased transparency and facilitate comparisons between similar types of tax-exempt Organizations. Due to the significant number of non-profit Organizations our firm is involved with we are able to ensure your Organization is competitive and compliant with the new changes to the Form. We understand and are familiar with the new questions and potential implications of answers which are provided in the Form 990 regarding policies and procedures, expanded reporting requirements in areas such as executive compensation and tax-exempt bonds, and additional information required. We are here to assist you in every way possible to ensure the Form 990 is completed accurately, completely, and submitted timely..

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We provide total financial services to individuals, large and small businesses and other agencies

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