We Care About Your Financial Situation
We provide a full gamut of tax planning and tax preparation services, including individuals, businesses, estates and trusts.
We take pride in being your Tax Advisor, not just your tax preparer. Much of the value in working with a Tax Advisor is having
someone who knows and cares about your financial situation, and is therefore able to proactively recommend action throughout
the year to reduce your tax liability.
TAX PLANNING & PREPARATION
We offer a full range of tax preparation services including—corporate, partnership, fiduciary and individual tax returns.
Additionally, we can provide tax planning services to help you obtain optimal tax results within the law.
BUSINESS ENTITY CONSULTING
We will assist you in determining which entity structure is best for your new or existing business, as well as guide you to proper counsel for any legal documentation you may require.
We customize our payroll service to your business’ needs, be it one-employee after-the-fact payroll or many-employee live payroll. We will also file the required payroll tax returns.
As Certified Public Accountants, we are qualified to represent you before the IRS. Should you receive a letter or notice from the Internal Revenue Service, consider calling us before attempting to handle the situation on your own.
We understand that not all businesses require the same level of accounting services, and we will customize our level of service to your needs.
ESTATES & FIDUCIARIES
We provide filing of fiduciary income tax returns for trusts and estates. The laws change so it is important to plan estates with tax changes and comply in collaboration with legal counsel.
- Cloud-hosted monthly bookkeeping and payroll services. Let us be your CFO so
you can concentrate on your business
- Compilations and reviews of financial statements
- Tax preparation services including—corporate, partnership fiduciary, estate and
individual tax returns.
- Tax planning services—including a view of recently enacted legislation.
WE ALSO ASSIST WITH...
- Retirement Planning
- Cash Flow Expense Planning
- Debt Reduction and Management
- Charitable Giving
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