SOLUTIONS OFFERED
ACCOUNTING
Not only do we offer our clients the best business and tax services, we also provide accounting and consulting services based on the individual's personal needs.
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TAX PREPARATION AND PLANNING
Individual Tax Returns (1040s), Corporate Returns, Partnership Returns, Trust Returns, Estate Returns, Foreign Asset Reporting, Not For Profit 990s - whatever your needs - we have the expertise to complete accurate returns, help you plan for the future and find potential tax savings.
Do you owe back taxes? Did you receive IRS or State notices? Our experienced CPAs have the authority to aid you in corresponding with the IRS or State on your behalf, easing worries and providing peace of mind.
PAYROLL AND BOOKKEEPING
We provide bookkeeping services to meet your company’s needs and partner with a great payroll company to ensure your payroll is taken care of. We can help you stay up-to-date on your company’s financial position by providing resources that enable you to analyze your company’s financial health and growth. Our accountants ensure that your company is consistent within your industry’s benchmarks.
CONSULTING & ACCOUNTING SERVICES
Strategic planning is how we help you see, and bring to fruition, your vision for your personal or business future. By identifying specific steps, we are able to help you achieve your desired goals.
ESTATE PLANNING
Estate planning is valuable to everyone, regardless of your financial status. Vital to estate planning is the transferring of assets while minimizing the tax burden for your beneficiaries. Let us assist you in understanding the tax implication of this financial preparation.
MORE THAN ACCOUNTING
TAX ADVISORY SERVICES
More than just your tax preparer: your business partner for tax planning,
strategy optimization, plan implementation, and maximum tax savings.
PLAN
The planning is the most important part. We perform a review of your tax position and make recommendations for how much you can save with proactive tax planning strategies. Some savings may be from prior years, but most will be in the current year and beyond.
IMPLEMENT
Once we complete the tax plan, we will present to you anywhere from 1-25+ strategies depending on the circumstances.
Some of the strategies require minimal implementation, others may be complex and involved 3rd parties.
We'll guide you every step of the way.
MEET
Keeping up quarterly with the compliance to ensure the savings are defendable, and
realized in the returns, is where tax planning gets finalized. This includes basic planning, implementation of basic planning strategies and a review of financial results to make proper estimated payments.
PREPARE
The preparation of the returns is the last stage of the process.
At this point, we can actually calculate what your final tax payment will be and compare it to what you would have paid without doing proactive tax planning.