Tax Services

A Tax Planning/Preparation Engagement is the process of structuring a client's financial affairs to achieve the clear-cut answers to complex tax questions and prepare tax returns for individuals and businesses. While it is illegal to evade taxes, it is perfectly permissible to avoid tax liability within the bounds of applicable laws and regulations.

A Local and Multi State Tax Engagement is the process of minimizing Multi State Income, Franchise, Sales and Excise taxes.

An IRS Problem Resolution Engagement involves representing clients before taxing authorities.

An Estate and Retirement Planning Engagement is the process of advising clients so they can arrange their financial affairs to preserve and increase the assets available now and in the future by developing estate plans to reduce the impact of state and inheritance taxes. S&P frequently participates as a key member of a client's estate and retirement planning team that may include attorneys, trust officers, insurance agents, and investment advisors.