Tax Compliance
We prepare accurate, timely tax returns for entities of all types — ensuring you meet every filing obligation while minimizing your exposure. Our compliance work spans federal, state, and local jurisdictions.
Corporate & Partnership Returns
Federal and multi-state preparation for C-Corps, S-Corps, partnerships, and LLCs of all sizes.
Individual Returns
Comprehensive individual income tax preparation for high-net-worth individuals, executives, and business owners.
Estate & Trust Returns
Fiduciary income tax returns (Form 1041) and estate tax returns (Form 706) prepared with precision and care.
Non-Profit Returns (Form 990)
Annual information return preparation for tax-exempt organizations, ensuring compliance with IRS reporting requirements.
Tax Planning
Effective tax planning is a year-round discipline — not a year-end scramble. We work proactively with clients to identify opportunities, model scenarios, and implement strategies that reduce tax liability over the long term.
Whether you're managing compensation structures, timing income and deductions, planning for a liquidity event, or navigating retirement distributions, our partners provide the senior-level counsel that makes a measurable difference.
Business Tax Strategy
Ongoing planning to optimize your business tax position — compensation, depreciation, retirement plans, and more.
Individual & Family Planning
Integrated planning across income, investments, estate, and charitable giving for high-net-worth individuals and families.
Transaction Planning
Tax structuring for mergers, acquisitions, sales, and other major transactions to maximize after-tax proceeds.
Business Entity Selection
Choosing the right business structure is one of the most consequential decisions an owner can make. We analyze the tax, legal, and operational implications of each entity type — C-Corp, S-Corp, LLC, partnership — and help you select and implement the structure that best fits your goals.
We also assist with restructuring as your business evolves, including conversions and reorganizations designed to minimize tax cost.
Tax Audit Representation
Facing an IRS or state tax audit can be stressful. Our experienced partners handle all aspects of audit representation — responding to inquiries, preparing documentation, and negotiating with tax authorities on your behalf.
We represent individuals and businesses before the IRS, New York State Department of Taxation and Finance, and other taxing authorities, working to achieve the best possible outcome.
IRS Examination Response
Preparation of responses, documentation packages, and direct representation at IRS examinations.
State & Local Audits
Representation before New York and other state tax authorities for income, sales, and payroll tax audits.