Tax Preparation & Planning

Individualized Accounting Care

When it comes to tax planning and strategy, you need an advisor you can trust to do more than just prepare returns after the fact. With a proactive, forward-looking, and strategic approach, we give you the tools to support your overall financial objectives, while finding new ways to minimize your tax liability.

Annual Tax Preparation

We are here to support you and your businesses by filing all of your returns, offering strategy and advise, and supporting you through whatever comes up - including notices and audits. Our annual tax preparation packages cover everything to ensure that you can be confident in your business and personal tax situation.

Get started by filling out our client information sheet and scheduling your first consultation.

Unlimited Support & No Hourly Fees

Flat fees for tax preparation services means that you don't have to deal with hourly charges during the already time consuming tax preparation. Simply pay one fee and receive all of the support you need to get your returns filed.

Minimum Taxes & Maximum Savings

We can support you through strategy and planning to ensure tax reduction and minimization.

Strategy and planning advisement for tax reduction and minimization. 

Year-Round Tax Planning

We will work with you proactively to ensure that you are prepared for taxes.

Electronic Return Filing

We can help find out if you or your company is eligible for any tax credits

Tax Credit Discovery

We can help find out if you or your company is eligible for any tax credits

Amended Tax Return Preparation

We can help find out if you or your company is eligible for any tax credits

Individual Tax Returns

Corporate 1120 or 1120S returns, LLC 1065 returns, and NonProfit 990/990N returns.

Business Tax Returns

Preparation and filing of your Federal, State, and Local Corporate 1120 or 1120S returns, LLC 1065 returns, and NonProfit 990/990N returns.

Other Tax Returns

Trust, Pass-Through, Gift, and Estate Returns.

Ad-Hoc Hourly Consulting

Compliance Services

Compliance Services

Ensure that your company's financial matters are being handled in accordance with federal laws and regulations.

Client Care Package

State & Local Audit Representation

We will represent you in the event that you or your business are audited.