Tax Planning & Preparation


Tax planning, forecasting and preparation services for individuals is a core competency of our firm. We have a particular focus on individuals in the biotechnology sector and can deal with all aspects of their returns, such as restricted stock, regular and incentive stock options, and Employer Stock Purchase Plans (ESPP's).


Whether your company is a C corporation, S Corp, Limited Liability Company, Partnership or Sole Proprietor a properly prepared tax return can be filed to minimize the tax owed. Our particular specialty sectors are service based businesses such as:


Accounting and tax for non-profit organizations can be very different from accounting for regular companies.  Our firm is well-versed in the intricacies of non-profit tax returns and keeps up to date with current rules.  We provide services to operating non-profits, public charities, and private foundations and can deal with the complications of each type of structure.