our services

Personal Income Tax Preparation and Planning

We know that each person who comes to us has their own unique set of opportunities, challenges, and goals.  Our mission is to help our clients take advantage of all the tax benefits they are entitled to as their lives, goals, investments, and situations change over time.  In addition to annual tax filings and general year-to-year planning, we make ourselves available to our clients year round for advice and consultations because unexpected things sometimes happen and we would rather give good advice than bad news.  Whether you are growing your family, making a big career change, getting ready to retire, or planning your legacy, we will help you optimize your situation.  And if you have some catching up to do or received some correspondence from one of the tax authorities, we can help with that too.

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We stay up-to-date on tax laws to ensure you stay in compliance with federal, state, and local tax regulations and you get all the deductions and credits you are entitled to receive.

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We prepare all the forms, electronically file, and encourage direct deposit of refunds.

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We will help you determine if you need higher payroll withholding or estimated payments.

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We can work with you to plan for the future, such as retirement, changes in your household, time transactions to minimize tax consequences, or minimize the tax on the assets you leave to your loved ones.

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Most year-round advice and support is included in your preparation fee.

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We can also help you when things don’t go as planned or you receive a tax notice.

Business Tax Preparation and Planning

You know how to offer your service or sell your product and we know how to help you with your tax compliance.  Whether you are a Sole Proprietor, a small family partnership, or a corporation with several shareholders, we help business owners identify solutions to help them achieve their goals.  Our firm has experience servicing many industries and transactions including real estate, construction, 1031 Exchanges, and business sales and purchases.  We want to help our clients save time by letting us do the work, and save more of their hard-earned money by taking advantage of all the tax benefits they can.

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We stay up-to-date on tax laws to ensure you stay in compliance with federal, state, and local tax regulations and you get all the deductions and credits you are entitled to receive.

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We prepare all the forms and electronically file federal and state forms.

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We can help you choose the best formation for your business to align with your goals.

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We will help you with proactive planning to minimize your tax exposure.

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We can help you identify additional services you might need or benefit from such as bookkeeping, payroll, employee benefits, and retirement planning.

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Most year-round advice and support is included in your preparation fee and we’ll help you with any tax notices you receive.

Financial Statement Preparation, Review, and Compilation

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Preparations help business owners assess the health of their business, review operating performance, and strategize for the future.

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Compilations express no opinion nor offer assurance, but can often satisfy creditor lending agreements.

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Reviews are more involved than a Compilation and less extensive than an audit, but do offer limited assurance that statements are in conformity with Generally Accepted Accounting Principles and include all required disclosures and footnotes.