Tax Services

Tax Services

At Frankel, a well-prepared, carefully reviewed tax return is only one facet of our overall approach to quality tax services. Our philosophy is to maintain ongoing communication with our clients throughout the year. This personal approach enables us to recommend ways to reduce or defer taxes, advise clients of new developments in tax law, make strategic planning suggestions, improve financial reporting and plan for the future.

Productive working relationships are a critical factor in reaching our clients’ goals. We enjoy an excellent rapport with our clients’ management personnel, legal counsel, bankers, and other professionals who play an essential role in guiding our clients to financial success.

Our Services

Our professional staff is noted for its expertise and innovation in the complex areas of individual, corporate, partnership, fiduciary, and estate taxation. We regularly consult with everyone from start-up business owners on the choice of entity type and methods of accounting to clients thinking of selling their business and the complexities involved in that process. As consultants in the areas of financial and estate planning, we can provide options for designing a financial or estate planning package that best suits your needs. We take the planning process a step further by helping interpret those options and devising a plan that will solidify your financial goals and bring them to fruition.

Income Taxes – Planning

  • Personal financial planning
  • Federal, state, and local taxes
  • Tax minimization planning
  • IRA distribution planning
  • Personal wealth building
  • Retirement planning
  • Family and education

Estates and Trusts

  • Charitable giving
  • Family succession planning
  • Estate tax savings strategies
  • Estate liquidity reviews
  • Asset preservation planning

Tax Compliance General Planning

  • IRS examinations and appeals representation
  • Corporation and partnership returns
  • Individual and trust returns
  • Estate and gift returns
  • Sales and Use Tax 
  • Exempt organizations
  • Business valuations
  • Corporate mergers and liquidations
  • Business reorganizations
  • Employee benefit planning
  • Business forecasting and projections
  • Tax research analysis
  • Research and development credits
  • Cost segregation


Our newsletter provides valuable insights into tax laws, financial reporting, and accounting best practices.

Contact Us

We help individuals and businesses make informed financial decisions and achieve their goals. Choose Frankel for peace of mind and financial success.