Tax Planning and Return Preparation
We help Individuals, corporations, partnerships, LLCs/LLPs, Estates, trusts and gift, not-for-profit organizations, and more.
We offer taxing authority representation, help with divorce and support issues, and inform on tax effects of buying/selling a business.
Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.
Tax Planning and Preparation
Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.
Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.
Estate and Trust Tax Preparation
Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets.
For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.
During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.
Sales Tax Service
Many of our clients are responsible for collecting and submitting sales taxes in many different areas. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.
With over 25 years helping small businesses and individuals with their taxes and bookkeeping, we have the experience you need to succeed.