Tax Planning & Preparation
Hold Onto More of What You Earn
We go well beyond preparing individual and business tax returns. Our team will work with you throughout the year to develop a well- structured, highly efficient tax plan with tax saving strategies that are tailored to your specific set of circumstances. Our tax team is dedicated to providing you with timely and accurate service, while keeping you in compliance with the IRS. Best of all, our clients have online access to their financial documents through secure portal technology. Simply login with a username and password and view your tax return, 24/7 convenience— just a click away.
- Prepare returns for individuals, corporations, LLC, partnerships, estates, trusts and non-profits in a timely and accurate manner.
- Offer guidance on business and investment decisions made throughout the year that will impact your annual tax liability.
- Employ strategies that will allow you to adjust revenue and/or expenses to another year, taking advantage of a lower tax rate.
- Analyze your information at year end for over-looked deductions.
- Assist you on entity selection for your business to maximize available tax planning strategies.
- Remain up-to-date on the changing tax laws that affect you.
- E-file your tax return for added convenience and efficiency.
- Resolve tax issues with the IRS or other taxing authorities.