Tax Planning & Preparation

We prepare individual tax returns for clients, and help them with tax planning and projections. We also prepare returns for small businesses, such as Partnerships & S Corporations. We represent clients in tax audits, as well as correspond with IRS & State agencies. Our primary goal is to become a trusted advisor to all of our clients. We navigate clients through the complexity of the U.S. tax code, along the way informing them of various strategies to reduce tax liabilities and boost savings. We take a holistic approach to serving our clients, and will offer our knowledge, experience and advice on a myriad of financial topics.