Tax Planning

The skills required to prepare a tax return is more about the planning than the preparation. We understand that tax ramifications are a major consideration in virtually every financial and business decision. Tax planning is an on-going process whereby we consistently look for the tax advantages in the always-changing tax code. We offer useful and proactive solutions to decrease your current and future tax liabilities. We take pride in knowing that our clients are aware of their own tax situation and trust in our ability to educate them of the tax laws.  Here are just a few of the services we provide:

  • Entity selection
  • Organizational Consulting
  • Maximizing tax credits
  • Personal and financial tax planning
  • IRS and State representation
  • Employee Benefits
  • Estate Planning
  • Estate and Gift Tax

Tax Preparation

Our goal is to make the tax process as easy and informative as possible. Our firm has the experience and knowledge to complete all tax returns accurately and timely. We provide our clients with an annual tax organizer, convenient tax season hours and electronic filing of all returns and extensions.  A sampling of tax returns we prepare:

  • Income – Individuals, Partnerships, C Corporations, S Corporations, LLCs and Fiduciary returns
  • Multi-state
  • Sales and Use tax