Tax Preparation & Planning
Accurate and in Full Compliance
You already know that your tax returns are too complex to prepare yourself or to trust to a storefront tax preparer. Our staff has the up-to-date tax knowledge and decades of tax experience needed to prepare your most complex returns accurately and in full compliance with all tax laws for yourself, your family, and your business.
We can help you avoid audit red flags, find credits and deductions you may not be aware of, and make your tax preparation process smooth and worry free.
Because we believe that good planning is essential to good tax outcomes for both you and your business, we don’t stop with preparing your returns. We take the time to become familiar with every aspect of your unique situation, so we understand all your potential tax opportunities and risks.
Then we apply this understanding to helping you plan your tax strategy throughout the year. We help you find more business and personal deductions for next year, stay current with estimated payments, and even do tax projections so you won’t have unexpected tax liabilities at year end.
Plus, we have specific expertise in a full range of different types of returns for individuals and organizations.
- Gift Tax
- Estate Tax
- IRA Rollovers
- Professional firms
- Retirement funds
- And more
Safe, Secure and Streamlined
Our technology is ahead of the curve, and we are constantly working to make it even better. We use high end, state-of-the-art tax software to reduce human errors and streamline preparation, then we double check every return to be sure of its accuracy. Our practice is paperless so we can provide fast electronic transmission of tax documents to you and tax agencies, always protected by the most advanced encryption to keep your information secure.
We are committed to being your partners in all your tax needs. Contact us today to discuss your tax needs, or fill out our form.