Tax Planning and Compliance

Burwitz, Sostak and Werner, LLC offers a broad range of fully integrated tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities.  Tax services offered include but are not limited to:

Tax planning and return preparation

  • Individuals
  • Corporations
  • Partnerships
  • Limited Liability Companies
  • Estates
  • Trusts
  • Gift Tax
  • Not-for-profit Organizations

Buying and Selling a Business

We will work with you to assess the tax effects of buying/selling a business.

IRS and State Audit Representation

Our tax professionals will represent you in matters relating to taxing authority inquiries.

Business Start-up Services

We meet with prospective business owners, during a complimentary initial consultation, to discuss their goals and commitment to operating a successful business. During that meeting, we help them determine needs for financing, type of entity to be formed and the inclusion of other professional advisors as needed.