By recognizing and appreciating the unique qualities possessed by each of our individual clients, we bring a special perspective that both anticipates and eliminates major tax confusion.

As tax advisors, we are always well prepared to present relevant interpretations of the latest modifications to the tax laws. Especially at the state and local level, tax laws are rapidly changing to generate needed revenue to fill budgetary gaps. That’s why we constantly monitor tax rulings, court decisions, and tax legislation that could impact our clients.

Our goal is to provide you with tax strategies that afford you the most flexibility possible to be able to eliminate, minimize, or defer your tax liabilities.

Assistance to individual clients includes:

• Year-end tax planning
• Federal and multi-state tax return preparation
• Employing the most efficient tax-saving strategies for your circumstances
• Coordinating business planning with individual planning
• Representation before the IRS, state and local taxing authorities
• Communicating with state taxing authorities on your behalf
• Resolution of tax examinations, notices, and answering correspondence
• 1031 tax free exchanges
• Trusts

For more information, please contact Pat Spagnoli at (203) 847-4068, Ext. 108, email address pspagnoli@shcpa.com, or Gil Watkins at (203) 847-4068, Ext. 107, email address gwatkins@shcpa.com.