"Making Windows of Opportunity"
KENNETT SQUARE
P: 610-444-1215
F: 610-444-1635
115 South Broad Street
Kennett Square, PA 19348
WILMINGTON
P: 302-478-9515
F: 302-478-0262
3801 Kennett Pike
Building C, Ste. 100
Greenville, DE 19807

Tax Preparation

INDIVIDUALS

Our expertise includes experience in:

  • Complex tax issues of the highly compensated employee
  • Multi-state tax ramifications and compliance
  • IRS guidelines for the Real Estate Professional
  • Sophisticated investment tax reporting
  • Unique concerns of the sole proprietor
  • Tax Audit Representation
  • Retirement planning
  • Tax Planning – up to 5 year projections

Prior to the start of each tax season our entire staff attends Thomson Reuters’ annual Gear-Up seminar in-house to ensure we are current on all tax law changes and to review existing law.We use this 16 hour presentation as an opportunity to share ideas and knowledge so that we may better serve our clients during the upcoming tax season.

BUSINESS

Our areas of concentration in Business tax include:

  • Entity selection analysis
  • Special multi-state tax issues
  • Reorganizations and liquidations
  • Tax Audit Representation
  • Business succession planning

We are experienced in a broad range of industries – from the small start-up of the innovative entrepreneur to established industries developed by multi-generational families, we are able to guide our clients through the intricacies of current tax compliance. We have serviced a wide spectrum of industries including local Mushroom Growers, Law Firms, General Contractors, Manufacturers and more.

ESTATE, GIFT AND TRUST

Our knowledge base encompasses:

  • All areas of Fiduciary Tax preparation, including complex trust issues
  • In-depth knowledge of sophisticated Trusts
  • Federal and State Estate and Inheritance tax filings
  • Gift Tax preparation
  • Estate and Gift planning

We work with local and regional attorneys and banks to ensure tax compliance in Fiduciary matters. In recent years we were contracted by a large financial services company to prepare fiduciary returns as their Trust clients were transferred to successor Trustees as a result of the closure of their Trust branch. Currently we are responsible for the fiduciary tax preparation for Trust clients of another prominent financial services company as they develop their new Trust department.

Non-Profits

Our background in the Nonprofit sector includes:

  • Audits
  • Tax Preparation
  • Compilations and Reviews

We have experience in a wide variety of Non-Profit entities. Our staff is committed to keeping up to date with the ever-changing compliance requirements for not-for-profit organizations.