Our concentration has always been in taxation, with particular emphasis in the areas of taxation that impact estate planning. These areas include estate, gift, generation-skipping transfer taxation, and individual and fiduciary income taxation. We counsel and advise individuals, families, businesses, partnerships, estates and trusts in planning for these areas of taxation. We are unique in that, in addition to advising clients in these areas of taxation, we also prepare and file Federal and state tax returns for them. The process varies for each type of return to be filed, but in general:
Throughout the year, we have frequent, regular internal meetings to monitor the progress and status of each return being prepared. Our goal in preparing a return for a client is that it be complete, accurate and in conformity with the applicable law. We feel we have developed an outstanding reputation with the IRS and Florida Department of Revenue, as the vast majority of tax returns filed by us on behalf of our clients are accepted by the authorities as filed.