SFA Puzzle

Taxes

Tax Planning

We take a proactive approach to minimize taxes you pay.

Taxpayers often overpay taxes without realizing. Tax authorities do not send out notices when you overpay, and systems are not built to inform you of missed  deductions that could have benefitted you. We handle the most complicated situations with our in-depth tax expertise and experience.


Now it is more important than ever to consider the tax implications on your wealth and investments! 


We provide the following services:

  • Year-round tax planning and implementation - not just during ‘tax season.’
  • Individual, business, estate, trust and gift tax preparation and filing.
  • Tax efficient legal business entity selection.
  • Tax controversy resolution.

Investment

Investment

Trust and Transfer

Estate & Trust

Taxes

Tax

Planning

Planning

Care

Care


Contact Us

(732) 564-9404