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Tax Planning & Preparation

Experienced Tax Strategists Working for You

We know one of your top priorities is paying less in taxes. This is best achieved through comprehensive, ongoing tax planning. Whether you’re an individual client or a corporation operating across multiple states, we can accommodate your needs. We work with you throughout the year to develop a customized plan with tax-saving strategies tailored to your unique situation. Our personal, one-on-one service and expert tax return preparation and advice will give you peace of mind, knowing that your tax return is in capable hands.

We are diligent about staying current on the frequently changing tax laws, and will examine all of the tax-saving opportunities available to you. We are committed to minimizing your tax liabilities and maximizing your future opportunities—while remaining in full compliance with IRS statutes.

Please take a moment to review our complete list of tax preparation and consulting services:

  • Business tax planning and consulting
  • Corporation and partnership tax return preparation
  • Estate and trust income tax return preparation
  • Estate & gift tax return preparation
  • Individual income tax return preparation
  • Retirement income tax planning
  • Tax planning for college expenses
  • Tax planning for buying, selling or reorganizing a business

IRS Representation

We also provide expert IRS representation services because we understand that few things evoke more fear than receiving a notice from the IRS.  If the need arises, we can act as your representative before any state and federal tax authority to help resolve tax issues in a timely manner, with as little stress as possible to you. Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide you through your situation with ease and expertise.


In three easy steps, our team can help you
find your path to a sustainable, profitable business
and more individual freedom.

 

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with modern accounting and advisory solutions.

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