Individuals

How do I know if I am maximizing my deductions to minimize the amount of taxes paid?

How do I manage the filing and record keeping requirements for the multiple rental properties I own?

What are the tax implications concerning my family member’s Estate or Trusts?

What are my filing requirements if I have lived in multiple states during the year?

How do I assess what is best for my family’s financial future?

Our Services Include:

Tax Management & Preparation Services

We guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities.

Our preparation services include:
1120 Corporate Tax Return
1120S S Corporation Tax Return
1065 Partnership Tax Return
1040 Individual Tax Return
1041 Income Tax Return for Trusts and Estates
1099 Miscellaneous Income Forms
709 Gift Tax Return


Financial Statement Preparation

We can assist you with financial statement preparations for reviews, compilations, and agreed upon services as required by your financial institution, bonding company or outside agencies. We tailor our services to provide you with statements to satisfy your compliance requirements as needed.


Estate and Trust Planning and Tax Preparation

Being appointed an executor or administrator of an estate or trust can be challenging. We work with you and your attorney to provide accounting services and prepare the required tax filings. We assist you to simplify and clarify the process for the benefit of the beneficiaries.


Financial and Retirement Planning

Our goal is to help you reach your financial goals and maintain financial independence. We partner with other professionals to guide you through decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and tax, estate, and business succession planning. When you are developing an investment strategy for your business or personally, we can work with financial planning professionals to ensure that your portfolio will take into account tax implications for an advantageous after-tax return.

Internal Revenue Service and State Representation

Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit or receive a notice, the professional representation you can find with our firm can assist you through this process.