Tax Preparation & Planning


Stress Free Tax Filings

Preparing your own income tax return can be a task that leaves you with more questions than answers. According to a study released by the US Government’s General Accounting Office, most taxpayers believe they benefited from using a professional tax preparer.

Whether we like it or not, today’s tax laws are so complicated that filing a relatively simple return can be both confusing and stressful. We can help by preparing and filing any outstanding Business and Personal Returns in order to help you stay in compliance.

Go Beyond Tax Preparation

If you are a business owner, taxes can be a complicated issue and it can be easy to feel intimidated when dealing with IRS regulations. Our Team has the expertise to prepare your income tax returns accurately and efficiently based on your individual unique situation.

Preparing and filing your annual Tax Returns is just the first step, the information from your Tax Returns serves as a foundation to help us implement proactive year-round tax reduction strategies to minimize your tax liability and help you keep more of what you earned.

Cash Flow

Reduce your taxes with smart tax planning

We help you maintain tax compliance while taking advantage of tax-smart strategies to minimize your tax liability. From starting a new business to individual life planning, we can help you prepare for your next life adventure.

We recommend ways to:

  • Reduce your income taxes
  • Grow and preserve your wealth and assets
  • Reduce taxes on your gifts so you can give more
  • Reduce your investment taxes
  • Defer income so you can keep your money now and pay less in taxes later
  • Implement smart retirement planning strategies
  • Reduce your estate taxes

Our Tax Preparation and Tax Planning Services

Tax Preparation
Individual Tax Returns
S-Corporation Returns
Partnership Tax Returns
C-Corporation Returns
Small Business Returns
Rental Investments
Foreign Income Reporting
Tax Planning
Review of your existing business entity structure
Estimated tax calculations
Review and optimization of deductions
Retirement plan contribution planning
Health Savings planning
Charitable contributions
College savings planning

Tax Preparation and Tax Planning Process

We start by reviewing your historical tax returns in order to evaluate potential errors and identify new opportunities.

We prepare and file any outstanding Business and Personal Returns due at the Federal and State level in order to help you stay in compliance.

Based on your unique Tax and Financial situation we identify tax reduction strategies that best align with your current goals.

We schedule quarterly review meetings to update your tax projections and your estimated quarterly tax payments. We also proactively identify tax reduction opportunities based on your new goals and tax law changes.

Schedule a Consultation