Lewis, Birch & Ricardo, LLC takes a proactive vs. reactive approach to tax service. 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. We provide our individual and business clients with the tax expertise that they need throughout the year.

Tax services offered include, but are not limited to:

Tax Preparation

» S Corporation

» C Corporation

» Partnership

» Estate & Trust

» Federal Tax

» Local, State & Multi-state Tax Preparation

» Not-For-Profit

» Benefit Plans

» Individual

Tax Planning and Consulting

» Mergers & Acquisitions

» Buy-Ins & Buy-Outs

» IRS and State Taxing Authority Representation

» Like Kind Exchanges

» Cancellation of Debt Implications

» Cost Segregation Studies

» Business Entity Selection

» Retirement Planning

» Gift & Estate Tax Planning

» Divorce and Support Issues

» UBIT issues for Not-for-Profits

» Tax Exemption Applications