Tax Preparation

We provide consulting and advisory services to answer your questions throughout the year. We will also put you on our mailing list to receive timely tax, business, and financial advice.

• Federal (IRS) Tax Returns

• Individuals (1040)

• Partnerships (1065)

• Corporations (1120)

• “S” Corporations (1120S)

• LLC’s (Sch C/1065/1120S)

• Non Profit Entities (990)

• Trusts (1041)

• State Tax Returns

• Individual State Tax

• Business State Tax

Individual Tax Preparation
According to a study released by the US Government's General Accounting Office last year, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer.

Tax Preparation for Businesses
It is important to develop a relationship with a tax preparation firm that understands how your business works. As your trusted advisor, we make sure you stay on top of your tax obligations and avoid penalties and fees that reduce your profitability.

Tax Planning
Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income. 

We will produce supporting schedules of income, deductions, and available credits and provide you with an analysis of various planning scenarios.  Our services include:

• Business planning and entity formation

• Business financial analysis and strategic planning

• Current/Future year personal tax analysis/forecast

• Individual and family wealth planning

• Self-employed / Sole-Proprietor planning

• Charitable giving strategies

Our tax planning analysis enables us to use varying assumptions to obtain the most beneficial tax results. We will produce supporting schedules of income, deductions, and available credits and provide you with an analysis of various planning scenarios.  Our services include:

• Business planning and entity formation

• Business financial analysis and strategic planning

• Current/Future year personal tax analysis/forecast

• Individual and family wealth planning

• Self-employed / Sole-Proprietor planning

• Charitable giving strategies

Estate & Trust Tax Services
Preparing income tax returns for trusts and estates can be complex and confusing. We have professionals on our team who are experienced in all aspects of trust and estate administration, including the tax and accounting issues unique to trusts and estates.

Tax Relief
We're here to help you resolve your tax problems and put an end to the misery that the IRS can put you through. We pride ourselves on being very efficient, affordable, and of course, extremely discreet.