OUR SERVICES
Tax Planning & Return Preparation
For both individuals and businesses, we believe the return should be the culmination of proper tax planning throughout the year. Our team of skilled and experienced professionals strives to provide you with comprehensive solutions to your personal and business finances. We continuously monitor federal and state regulatory environments, ensuring you receive every tax advantage entitled to you by law and avoid any potential complications. As your advisor, our objective is to help you make better and more informed choices that will minimize your tax liability and maximize your compliance.
Our Tax Planning, Compliance and Return Preparation services include:
- Individuals
- Corporations
- Limited Liability Companies (LLC)
- Trusts
- Estates
- Retirement and Benefit plans
- Not-for-profit organizations
- Settlements and payment plans
- Entity Selection – How to structure your business
- Mergers and acquisitions
Tax Planning
Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income. We continually look for ways to minimize your taxes throughout the year, not just at the end of the year.
Tax Preparation
Our clients benefit from the full service and expertise of experienced tax assistance by one of our professional CPAs.