Tax Planning & Preparation

Our tax planning and preparation services allow you to feel confident about your tax matters and minimize your tax burden

Tax Planning

Planning is essential, especially when it comes to your taxes. Our tax planning starts with getting to know you and understanding your goals. For individuals and businesses, being proactive can result in substantial tax savings. We’ve saved clients thousands of dollars by knowing their individual and business tax situations well enough to recognize when opportunities for tax savings exist.

Tax Preparation

Determining which tax returns you need to file can be tricky, especially for individuals and businesses with activities in multiple states. Our tax professionals refer to the latest tax law changes and will advise you on which Federal and state returns you should file. It’s just one more way we simplify your tax life and make sure you aren’t paying more taxes than required under the current law.

IRS and State Representation

Dealing with tax issues relating to federal and state tax notices and audits can be a stressful experience. That’s why it’s a good idea to enlist the help of a seasoned tax professional.

Our tax professionals help you understand what federal and state tax authorities want and inform you of all alternatives. We will work with the authorities on your behalf.  We go beyond just serving as your auditor to represent you during the appeal. Our work doesn’t end until you achieve a mutually satisfactory settlement with the government.