A Firm with Ample Clarity
Changes in the tax environment may result in opportunities but things can move quickly. Our tax professionals keep abreast of these changes to provide you with seasoned tax counsel. Planning is the foundation of our work. Count on us for objective and focused preparation with multi-year tax planning strategies which are based on the best formulated guidance. Because making decisions without ample clarity can have disastrous consequences.
At beat365官方登录, we have been working with individuals, their businesses and their families to devise custom tax strategies based on unique sets of circumstances since 1947.
Simple can sometimes be complicated
Tax laws can also be complicated and at times even something that can seem relatively simple can be confusing. Accordingly, individual income tax services are a year-round process involving both planning and data gathering. Our experienced professionals provides the following services for individual returns.
We can assist when a special situation arises, particularly those that affect your current and long-term financial picture.
- Individual income tax return preparation
- State income tax return preparation for every applicable state
- Tax projections and estimated tax payments
- Alternative minimum tax planning
- Estate and gift tax planning
- Planning for changes in tax laws
- Evaluation of tax impact of investments
- Retirement Planning
- Assistance with trusts and family limited partnerships
- Assistance with qualified and non-qualified retirement plans
- Foreign income and credits for foreign taxes paid
- Representation for IRS and state examinations
Let’s get started today!
James Connolly Partner, CPA
"In serving my clients, I hold myself to the highest standard – what would I expect if I were in their shoes? I would expect quality, responsive and relevant service, nothing less."
Tax Leadership TEAM
- Bass, Jeremy S. Tax Partner, CPA
- Connolly, James T. Tax Partner, CPA
- Haas, Sheila Partner, CPA
- Hooks, Tim Partner, Tax Practice Leader, CPA
- Kaplan, David Partner, CPA
- Kelley, Lory H. Managing Partner, Tax Partner, CPA
- Khan, Ashley Principal, CPA
- Kuyath, Ron Tax Partner, CPA
- Lessman, Arnold Principal, CPA
- Martin, Tracey Flynn Partner, CPA
- Morgan, Daphne Partner, CPA
- Oganesov, Olga Tax Principal, CPA
- Patterson, Casey Tax Partner, CPA
- Petrangeli, Genie Partner, CPA
- Redding, Robin Principal, CPA
- Robinson, Freddy H. Partner, CPA
- Robinson, John M. Tax Principal, CPA
- Skiles, Rhonda F. Tax Partner, CPA
- Stancil, Connie P. Principal, CPA
- Witriol, Kevin Principal, CPA