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Tax Planning & Preparation

If you want to minimize your tax liabilities and stay compliant with governmental regulations and filings, count on our qualified tax professionals to recommend a tax strategy best suited for your individual needs.

What We Do

If you want to minimize your tax liabilities and stay compliant with governmental regulations and filings, count on our qualified tax professionals to recommend a tax strategy best suited for your individual needs.

Federal Tax Services

We provide tax services that extend well beyond filing your annual return. Our tax professionals work hard to understand your business or individual situation to maximize tax savings. From detailed tax strategies for complex businesses to basic tax preparation, you can count on us.

State & Local Tax (SALT) Services

Recent tax reform has changed the rules for state and local taxes. Our dedicated SALT group will help you achieve tax benefits whenever possible.

Personal Tax Services

We work with you to benefit from cost-savings strategies by conducting year-round tax planning. By considering your financial situation now and in the future, we can help you make the right tax choices. 

Cost Segregation Services

We’ll help you take advantage of this IRS-approved method for reclassifying components and improvements to your commercial or residential rental building. As a result, you can greatly reduce your taxable income and increase your cash flow.

Form 990 Preparation Services

The number of compliance issues facing not-for-profit organizations is growing rapidly. That’s why it’s important for 501(c) entities to work with professionals with extensive experience in nonprofit tax issues. Our tax professionals will provide detailed guidance that will help your achieve your goals.

R&D Tax Credit Services

Are you missing opportunities to benefit from valuable research and development (R&D) tax credits? Your business may already be conducting activities that entitle you to state and federal tax credit dollars. Our R&D professionals will ensure you maximize your tax benefits.

Sales and Use Tax Services

The sales and use tax environment is rapidly changing. Our tax experts stay on the leading edge of the latest change, keeping you informed to create the greatest tax advantages while keeping you in compliance.

Taxpayer Representation

Should you need taxpayer representation at the federal, state or local level, we have you covered. Our professionals will save you time and money while easing your burden. We will be your advocate as we determine the best strategy for you.

Leadership

Chris-Sivak-1
Christopher G. Sivak
CPA
Partner

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Mike-Milazzo-1
Michael R. Milazzo
CPA
Partner

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Nick Marazza HS 2019
Nicholas Marazza
CPA
Principal

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