SFA Puzzle

Taxes

Tax

We take a proactive approach to minimize taxes you pay.

For most of us, taxes will be our largest lifelong expense. Often, taxpayers overpay their taxes without realizing it simply because they or their preparer do not know the deductions they are eligible for. Knowing which questions to ask to maximize deductions can have large implications on the taxes you pay.

We have decades of experience preparing both individual and business tax returns. We handle the most complicated situations with expertise, and we know the correct questions to ask to minimize your tax liability. 


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


We provide the following services:

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

Investment

Investment

Trust and Transfer

Estate & Trust

Taxes

Tax

Planning

Planning

Care

Care


Contact Us

(732) 564-9404