Taxation Services

Maximize Available Tax Credits

We guide our clients through a full range of tax planning and preparation decisions with strategies that maximize their cash flow and keep them on track to their financial goals. 

Our expertise, experience and analysis allow us to be in compliance while maximizing tax credits. We take a proactive approach to identifying opportunities to protect your earnings and safeguard your assets. Our clients receive a full-service solution for their personal and corporate needs. 

Tax services we offer include, but are not limited to:

  • Tax planning for individuals and corporations.
  • Return preparation for Individuals, Corporations Estates and Trusts.
  • Optimization of the Capital Gains Exemption.
  • Tax effects of buying/selling a business.
  • Estate & Trust Tax Preparation.
  • Tax Consulting.

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

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