Tax Services

businessman signing documents

Whether your tax matter is personal or business-related, tax law is complex. A trusted advisor is needed to help ensure that you are making the most of available opportunities in the tax area.

Agresta, Storms & O’Leary is a trusted tax advisor and has proven methodologies to help you minimize unnecessary tax burdens and optimize your tax advantages.

Our expertise includes a comprehensive group of tax services:

  • Our tax compliance services help ensure your tax return is complete and correctly filed
  • We offer tax planning services to help you take a more strategic approach throughout the year so you pay the lowest taxes you are legally obligated to pay
  • Our expertise in federal, state, and local tax planning has repeatedly helped clients employ the best possible strategies
  • We provide estate, gift, and trust services that help you preserve your income and leave a legacy for others

Agresta, Storms & O’Leary’s wide range of tax solutions are offered to address the unique situations of our clients.