Tax Preparation & Planning
Experience true peace of mind with a partner who builds strong, trusting relationships by proactively working with clients and accurately preparing thousands of small business and personal tax returns each year. Here's what you can expect with us on your team:
- Ensure you pay the least tax allowed by law.
- A proactive relationship to optimize your tax situation as your personal situation changes and tax laws are revised
- No surprises from unexpected tax bills or fees
We stand dedicated to the long-term success of your business by building a working relationship to address your specific tax preparation and financial planning needs.
Tax Preparation
- Tax preparation for corporations, partnerships and sole proprietors
- Personal tax preparation
- Federal, state and local returns
- 1099 filing for contracted labor
- Sales tax filing and payment processing
- Payroll tax filing and payment processing
Tax Consulting
- Business succession tax consulting
- Mergers and acquisitions tax consulting
- Complex financial transaction tax consulting
- Tax audit guidance and representation
- Estate planning and trust tax services
- Manage tax opportunities related to your business location, such as home office deductions, investment property and more
- Help you take advantage of complex depreciation rules for business assets
- Remote data sharing