Tax Services

We guide our clients with strategies that minimize tax liabilities maximize cash flow and keep you on track for your financial goals.

Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently enacted tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices. We specialize in:

Individual Tax Preparation

Our individual tax services provide fast and accurate results. For individual returns, we specialize in individuals and sole proprietorships, which are recorded in a separate schedule outside of your form 1040. We can also discuss methods to structure your side-business or self-employment that is most beneficial to you. This includes helping you determine what you should be paying for quarterly estimated taxes on your sole proprietorship.

• Tax return preparation
• IRS representation
• Tax projections and year-end planning

Business Tax Preparation

There are three main types of business entities that require federal tax filings. Partnerships, C-Corps, and S-Corps. Without the proper knowledge, all three can be difficult to understand. We want to make sure your filings are prepared properly.

• Business income tax return preparation
• Depreciation planning
• IRS representation
• Tax credits
• Tax projections and year-end planning

Trust & Gift Tax Preparation

We prepare trust income tax returns (form 1041) and gift tax returns (form 709). The discussion touches on provisions of the will or trust, how the tax is calculated, and tax saving opportunities.

• Fiduciary income tax returns
• Gift tax returns