For more than 40 years, we’ve helped physicians and dentists discover tax solutions that meet their distinct business and individual needs. As we work to minimize tax burdens wherever possible, we take a constructive, forward-looking approach that considers both short- and long-term personal and professional goals. This integrated strategy is the best way to transcend mere compliance and discover real rewards.

Tax Planning Services

  • Corporate, partnership, and individual tax planning and compliance
  • Preparation of business and individual tax returns
  • Business tax planning
  • Business sales and use tax compliance
  • State and local tax compliance
  • Business personal property tax filing (Form 571-L)
  • Estate and gift tax planning
  • Practice sale/acquisition planning
  • Representation before IRS and other authorities
  • Tax-efficient investment planning within personal and retirement accounts