Tax Preparation & Planning
Your Taxes Done The Strategic Way.
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.
Tax Preparation & Planning
Tax advisors who can help you do more than just prepare your returns.
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Proactive Year-Round Tax Planning
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​Tax Credit Discovery
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Tax Minimization Strategies
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Tax Return Preparation:​
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Non Profit Returns
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Trust Returns
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Gift Returns
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Estate Returns
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Individual Returns
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Corporation Returns
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S-Corporation Returns
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Partnership Returns
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.
Client Care Package
State & Local Audit Representation
We will represent you in the event that you or your business are audited.