Go Beyond Tax Preparation
If you are a business owner, taxes can be a complicated issue and it can be easy to feel intimidated when dealing
with IRS regulations. Our Team has the expertise to prepare your income tax returns accurately
and efficiently based on your individual unique situation.
Preparing and filing your annual Tax Returns is just the first step, the information from your Tax Returns serves as
a foundation to help us implement proactive year-round tax reduction strategies to
minimize your tax liability and help you keep more of what you earned.
We recommend ways to:
Reduce your income taxes
________
Grow and preserve your wealth and assets
________
Reduce taxes on your gifts so you can give more
________
Reduce your investment taxes
________
Defer income so you can keep your money
now and pay less in taxes later
________
Implement smart retirement planning
strategies
________
Reduce your estate taxes
Our Tax Preparation and Tax Planning Services
Individual Tax Returns
S-Corporation Returns
Partnership Tax Returns
C-Corporation Returns
Small Business Returns
Rental Investments
Foreign Income Reporting
Review and optimization of deductions
Retirement plan contribution planning
Health Savings planning
Charitable contributions
College savings planning
Tax Preparation and Tax Planning Process
We start by
reviewing your historical
tax returns in order
to evaluate potential
errors and identify
new opportunities.
We prepare and file
any outstanding Business
and Personal Returns
due at the Federal
and State level
in order to help you
stay in compliance.
Based on your unique
Tax and Financial situation
we identify tax reduction
strategies that best
align with your
current goals.
We schedule quarterly review meetings to update your tax projections and your estimated quarterly tax payments. We also proactively identify tax reduction opportunities based on your new goals and tax law changes.