Definition of caliber

Tax

Tax Planning & Preparation

Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.

Estate & Trust Tax Preparation

Effective estate and gift planning facilitate the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

International Taxation

Our experience with the taxation of U.S residents working abroad and foreign citizens working in the U.S. has provided us with an extensive base of knowledge in the area of international taxation.

IRS Representation

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

Sales Tax Services

Many of our clients are responsible for collecting and submitting sales taxes in many different vicinities. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.

Multistate Tax

Knowledgeable planning services to guide clients through complex state and local tax issues.

Fees for Services

Our fees are based on the experience and knowledge level of our professional staff working on each engagement.  Our current hourly rates are as follows:

Partners – $295 - $340
Managers – $220 - $290
Supervisors – $180 - $190
Senior Accountants – $145 - $165
Staff Accountants – $100 - $130

  • AICPA: EBPAQC Member
  • AICPA: PCPS Member
  • AICPA: NFP Section Member
  • AICPA: Not-For-Profit: Certificate 1
  • AICPA: Not-For-Profit: Certificate 2