- Audit and Assurance
- Business Development Incentives
- Business Process Outsourcing
- Cost Reports
- Cost Segregation
- Forensic Accounting, Litigation, and Valuation
- Information Technology Audits
- Investment Management
- Nonprofit Technology Solutions
- Tax Services
- Trusts and Estates
While monitoring tax liability is clearly an objective, our real concern is for your peace of mind. Assessing our client’s needs and recommending the best strategy is our first step in gaining financial stability. We apply our expertise proactively, structuring and detailing each transaction, guiding decisions and planning to reduce your taxes whenever possible. In addition to our in-depth knowledge of NYS and US tax laws, we advise on international tax issues and regulations.
For your business, our corporate tax team has expertise in almost every local industry and has successfully addressed unique situations that will benefit your business. Our clients are given a complete check-up and a detail of proposed tax strategies that will enhance your business plan and vision.
Our tax services for individuals are numerous. Some services that impact all taxpayers include:
- Income Tax Planning and Compliance
- Estate and Gift Planning
- Charitable Giving
- Retirement Planning
- Asset Protection
Learn more about our specialized tax services:
Monday, August 21, 2017
There's now an easier way for a surviving spouse to get an extension to file a return opting for portability of the unused exclusion amount.
Tuesday, August 15, 2017
A federal appeals court has ruled the government could sue an executrix and her husband to collect unpaid estate taxes, because the 10-year statute of limitations on lawsuits to collect tax deficiencies hadn't expired.
Thursday, August 3, 2017
Many seniors are uncertain about their federal retirement benefits, including when benefits start, how to apply, who qualifies for survivors benefits and whether benefits will be subject to income tax.
Monday, January 23, 2017
Michē Needham, CPA explain New York State's new requirements for eFiling 2016 returns.
Monday, January 9, 2017
In an effort to help protect your identity New York State requires an ID to be provided in order to e-file this year.
Tuesday, November 29, 2016
Michē Needham, CPA discusses changes to tax forms and reporting dates in Buffalo Business First.