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Tax Preparation for Individuals

As your trusted advisor, we strive to evaluate your tax situation and help guide you through any tax challenges that develop.  Our goal is to minimize your tax liability so that you can keep more of your hard-earned money.

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We look to continually stay up-to-date on current federal and state tax laws through continuing education so that we use our in-depth knowledge of tax codes when we prepare your tax returns. We want to help you tax advantage of all available tax credits and deductions that you may be entitled to.

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Here's what we can do for you:

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  • Help you prepare and file timely accurate tax returns

  • Help you calculate estimated taxes for self-employed business owners or for those with insufficient withholding

  • Develop tax planning strategies that reflect individual financial goals

  • Electronic filing and direct deposit for a faster tax refund

  • File extensions to avoid or at least minimize interest and penalties

Tax Preparation for Business

As a business owner, you're busy developing new products or services and making sure your business runs smoothly.  You probably don't have time to reconcile your bank account or generate financial statements to manage your cash flow, let alone read up on the latest tax laws to find out which tax breaks you can take advantage of.

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The IRS, as well as state and local governments, impose strict deadlines for business tax obligations.  Missing these tax deadlines and failing to comply with payroll and sales taxes negatively impacts your bottom line and may result in penalties for non-compliance.

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As your trusted advisor, we make sure you stay on top of your tax obligations and avoid penalties and fees that reduce your profitability.

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Here's what else we can do for you:

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  • Federal, State, & Local income tax preparation for all business types.

  • Help develop tax planning strategies that save you money and minimize tax liability

  • Financial Statement preparation

  • Entity selection and structure (S-Corp, C-Corp, LLC)

  • File extensions to avoid or at least minimize interest and penalties

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