Our Services

Tax Services

With many years of tax experience, there isn’t much in the tax world we haven’t seen or done. But when there is a transaction we haven’t seen before, we are adept at determining the correct tax treatment.

  • Individuals
  • Businesses
  • Trusts and Estates

Individual Tax Services

Our Mission

In this day of technological advancements, we understand that anyone can put numbers in boxes to create their tax return and those who can, will. We applaud them. But tax preparation is more than putting numbers in boxes and hitting “send”. Professional tax services are about filing returns for today, and planning for tomorrow.

As our client, we will thoroughly review your tax records to make sure you are claiming every deduction you are entitled to. It’s the goal of every taxpayer, isn’t it? More importantly, we will make sure income is recorded correctly, deductions are calculated correctly, and your return is filed timely. Most importantly, we think about today transactions that you will encounter tomorrow.

Whether tomorrow’s events are “what are the tax consequences of when I sell my house”, or “I have shares of my company’s stock and we are getting purchased, what do I need to do?”, or “my uncle passed away and left me some money, how do I know if I will owe taxes”?, we are here to answer those important questions and more.

Individual Tax Services

  • Federal and State Tax Preparation
  • Estimated Tax Planning
  • Foreign Financial Accounts Reporting (FBAR)
  • Tax Consulting and Planning
  • Audit and Representation Services

Business Tax Services

Our Mission

Accounting is the practice of disciplined fiscal management. It’s making sure all the “i’s” are dotted and all the “t’s” are crossed. It’s the establishment of controls and processes. That’s what we do best, we design accounting systems. We’ll worry about the details so you don’t have to. We’ll check the numbers, then double-check them to ensure accuracy. Our mission is to efficiently manage the financial side of your business so you can focus on the operations. Without properly maintained financial information, tax strategies can only be so effective.

Tax management for a business is not a post year-end event. By then, it’s too late. Tax management is about tax rate management, deduction management, depreciation management, and cash flow management. All businesses, big or small, should have the planning culture to be managing taxes prospectively for the current year and beyond.

Most businesses overpay taxes because of missed opportunities and poor recordkeeping. Let us help you with solutions to each.

Business Tax Services

  • Federal and State Tax Preparation
  • Multi-State Nexus Review
  • Entity Type Review
  • Year-End Information Returns (1099s)
  • Tax Consulting and Planning
  • Audit and Representation Services

Please see our page of Consulting Service offerings

Trust and Estate Tax Services

Trust tax preparation occasionally has unexpected challenges. As an estate executor or a trust administrator, beneficiaries and other stakeholders are relying on your dedicated service. Let us help you navigate the tax treatment of the entity’s transactions. We will work with you and your legal team to ensure proper execution of the grantor’s wishes.

  • Federal and State Tax Preparation
  • Accounting Assistance
  • Asset Valuation Guidance