We offer in-house tax preparation and tax planning. We specialize in such areas as; personal returns for retirees, individuals and small businesses. We help our clients with retirement distribution analysis and projection, business planning, business consulting, and tax preparation. We prepare all forms of federal, state tax returns for individuals and businesses including corporations, S corporations, partnerships, limited liability companies, trusts, and estates.
- FOR INDIVIDUALS:
- Comprehensive tax planning services
- Federal and state tax return preparation (all 50 states)
- Electronic filing
- IRS representation and problem resolution
- Estate and Gift Tax Preparation
- Tax, Financial and Estate Planning
Tax Planning and Projections
Our firm provides tax planning and will work with you year-round if desired in order to minimize your overall total tax burden. We can help project tax liabilities, and will meet with clients mid-year as well address year-end tax adjustments as needed.