SERVICES
Tax Services
Your source for trusted personal and business tax preparation.
Tax Preparation for Individuals
We stay up to date on current federal and state tax laws through continuing education, and we use that in-depth knowledge when preparing your individual returns — so you don't miss out on any credits or deductions you're entitled to.
Here's what we do for you:
Prepare accurate tax returns that are filed on time
Calculate estimated taxes for self-employed small business owners
Develop tax planning strategies that reflect your individual financial goals
Electronic filing and direct deposit for a faster refund
File extensions and calculate estimated tax to avoid interest and penalties
Business Tax Preparation
As a business owner, you're busy developing products, serving customers, and making sure things run smoothly. You probably don't have time to reconcile your bank account or read up on the latest tax laws.
When you first started out, the do-it-yourself method may have worked just fine. But once you have employees, pay estimated taxes, and need to manage cash flow, it's time to find a trusted advisor to partner with all year long — not just at tax time.
Here's what we do for you:
State and federal income tax preparation and filing
Local and state sales tax compliance
State and federal payroll tax
Minimize tax liability through proven tax planning strategies
Profit and loss statements
Mergers and acquisitions
Entity selection and structure (S-Corp, C-Corp, LLC)
If Financial Success Is Your Goal, We're Here to Help
The IRS, as well as state and local governments, imposes strict deadlines for business tax obligations. Missing those deadlines or failing to comply with payroll and sales taxes negatively impacts your bottom line and may result in fines.
As your trusted advisor, we make sure you stay on top of your tax obligations and avoid the penalties that reduce your profitability.
There is more to preparing your taxes than simply filling out forms. It's about understanding your needs and helping you plan for a secure future.
Here's what we do for you:
Make sure you take every credit and deduction you deserve
Help you set up a recordkeeping system that meets IRS requirements
Work with you all year long to develop strategies that lower your tax bill
Review and adjust paycheck withholding so you keep more of your money
Help you defer tax liabilities through pension plans, retirement contributions, and similar plans
Take advantage of investments that produce tax-exempt income (federal or state)