We have been providing professional tax services for nearly 30 years. We have extensive experience assisting business owners with maximizing deductions and credits between individual and company income tax filings.
- Individual
- Partnership
- Sole proprietor (Schedule C)
- Corporate and LLC
- Multi-state
You, and/or your business, benefit from our annual educational investment in studying and interpreting new tax regulations and changes to the tax code. Moreover, using our network of professional contacts and the experience gained from filing more than 3,000 returns, we can provide guidance and advice that goes beyond what even the most robust software can provide on its own.
Optimizing income reporting and deductions for your income tax filings is more than simple data entry.
Every income tax filing includes these services:
- In addition to a sophisticated electronic review of your return, we apply a two-step review by our partners.
- Your return can be filed electronically to speed tax refunds.
- We guarantee our work in the event of an audit or question from the IRS that comes as a result of an error on our part.
Additional tax services
Our objective is to help you pay the least amount of taxes required by law. To accomplish that, advanced planning can be one of your best investments for minimizing taxes because it provides us time to implement strategies such as:
- Timing or structuring the recognition of income. This may apply to business sales, structuring payouts, exercising stock options, gifts and inheritances, and other out-of-the-ordinary income fluctuations.
- Reviewing family or business changes that can result in new deductions or credits. Examples include business formation, change in employment, marriage, birth of a child, and college planning.
- Opportunities to defer or reduce tax liability using tax-advantaged investments such as IRAs and other retirement plan vehicles, health savings accounts (HSA), and timing of making property and state tax payments.
Every family or business is unique, so we work with you to understand your goals, and then recommend tax strategies and options to help you meet them.
