You need a CPA to balance the requirements of tax compliance with the ingenuity of innovative tax planning, tax reporting, and tax representation before the Internal Revenue Service (IRS) and other taxing authorities. Our professionals are ready, willing, and able to apply their expertise to your unique situation. We provide these services to individuals, partnerships, corporations, non-profit organizations, estates, trusts, and qualified retirement plans. We pride ourselves on "before the fact" tax planning when we can do the most to minimize your tax liability.
Tax Planning & Preparation
Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.
Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.
We have a significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.
- Your tax return will be checked and rechecked by our computer software identifying potential problems the IRS may look at more closely and reviewing the math to limit IRS contacts.
- Your tax return can be filed electronically so you will get a refund back quicker.
- Our staff will show you how to adjust your payroll withholding to get more money back each week. Why give the IRS an interest-free loan for up to 16 months.
- We will show you potential deductions to limit your tax liability for next year. In addition, we will give you a sheet of commonly overlooked deductions to limit the following year's tax liability.
During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients are being properly represented before the various federal and state tax agencies.
There is a burden associated with payroll processing and payroll reporting. As certified public accountants, we relieve you of that burden by assisting in preparing all the reports required by the Federal, state, and local government agencies.
Estate & Trust Tax Preparation
Effective estate and gift planning facilitate the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.