Tax Services

Client Tax Services

Tax Services

The SL&C tax team is comprised of highly-qualified professionals who approach each client engagement with enthusiasm and professionalism. We provide sophisticated tax services to all of our firm’s clients regardless of size. Our accessible, committed professionals are driven by the goal of assisting our clients to maximize their family wealth through minimization of federal, state and local taxation.

Services We Provide:

  • Individual, partnership and corporate tax compliance and tax preparation
  • Estate, trust and gift tax planning and preparation
  • Tax planning including preparation of projections and tax-reduction strategies
  • International tax planning and compliance
  • Analysis of tax implications on investments
  • Employee benefit coordination and optimization
  • IRS audit representation and settlement structure
  • Coordination of tax opportunities between owners and business entities
  • Advice relating to mergers, acquisitions, reorganizations and liquidations

Schedule a Tax Services Appointment Today

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