Tax

Business Tax Solutions

From the sole-proprietorship to the multi-million dollar company, we provide effective business tax consulting regarding tax liability, specialized transactions (e.g. mergers and acquisitions) and long range tax planning. The diversity of our clients requires us to understand organizational structures that may lead to recommendations for simplicity (e.g. liquidations of an entity) or complexity (e.g. formation of a subsidiary). Our tax compliance services include preparation of federal, state and local returns.

Individual Tax Planning and Compliance

Many of our clients are entrepreneurs who own closely-held businesses or high-net-worth individuals who own significant investment portfolios. However, all client situations are as unique as the individuals we represent. Our tax expertise allows us to cater to each client’s set of circumstances. Our goal is to assist each client in achieving personal financial goals, whether they are minimization of tax obligations or provision of information necessary to make proper planning decisions. This includes both current and long-term planning. Our tax compliance services include preparation of federal, state and local returns.

Representation Before Governmental Authorities

An audit by a taxing authority is never welcomed, always at the wrong time and usually very stressful. We have vast experience in such representation at federal, state and local levels, including:

  • Audits
  • Appeals
  • Collection matters
  • Offers in compromise
  • Tax court representation

“Dan efficiently and concisely prepares our financial statements and income tax returns. He is extremely knowledgeable, personable, easy to work with, and most importantly, responsive to my requests. He does not waste my time. He tells me what he needs beforehand so I can get the information together for him when he arrives.”

Wendy Dissette

Controller, MICO Design Ltd.

“Dan does such a good job preparing my personal tax returns that I frequently refer clients and friends to him. My return is always accurate and on time. Dan is very ethical and does an excellent job for me.”

Andrew Bloom

Financial Advisor , Smith Barney

“I refer clients to Larry because he identifies and solves problems and suggests planning strategies, often providing tax savings which exceed the cost of preparing my clients’ returns. I am comfortable referring clients to Larry because I know that they will be thrilled with his services, which makes me look good!”

Scott J. Bakal

Partner, Neal, Gerber & Eisenberg LLP