Tax Planning & Preparation

Here's what we do for individuals:

Prepare accurate tax returns that are filed on time
Calculate estimated taxes for self-employed small business owners
Develop tax planning strategies that reflect individual financial goals
Electronic filing and direct deposit for a faster tax refund
File extensions and calculate the estimated tax to avoid interest and penalties
Here is what we do for companies:
State and federal income tax preparation and filing
Local and state sales tax compliance
State and federal payroll tax
Minimize tax liability through the use of proven tax planning strategies
Profit and loss statements
Entity selection and structure (S-Corp, C-Corp, LLC)

Tax Planning

Here is how we will assist you:

Based on careful analysis of your tax situation, we make sure you take every tax credit and deduction you deserve on your tax return.

We help you set up a recordkeeping system that meets IRS requirements.

We work with you all year long, not just at tax time to develop tax planning strategies that lower your tax bill.

We review and adjust your paycheck withholding to accurately reflect your tax situation and let you keep more of your money (so you don’t give the IRS a free loan).

We help you understand how to defer tax liabilities through pension plans, retirement contributions, and similar plans.

We make sure you take advantage of certain investments to produce tax-exempt income (federal or state, or both).