Tax Preparation and Planning

Our CPAs and tax professionals are experts in federal, state, and local tax reporting and compliance. All tax returns are prepared and submitted on time. We are experienced tax advisors and preparers for both individual and business taxes. Add our tax experts to your team.

We are a full-service tax office. If anytime during the year, you have a tax question or concern, call us. We are here to assist you. it is part of our service to provide you tax peace of mind. We suggest scheduling a tax planning meeting between August and November if you would like to plan for next year’s tax return.

Tax Preparation

Our tax preparation services include:

  • Individual federal, state, and local tax return preparation
  • Business federal, state, and local tax return preparation
  • Nonprofit tax return preparation
  • Fiduciary (estate and trust) federal and state tax return preparation
  • Personal property tax return preparation
  • Form 1099 preparation
  • Payroll tax return preparation and payment
  • State sales tax return preparation and payment
  • Benefit plan tax return preparation

Tax Planning

We specialize in individual and business tax planning to help reduce your tax burden.

  • Entity selection
  • Estate & Gift tax planning
  • Tax Credits
  • Multi-State tax issues
  • Depreciation issues
  • Mergers and Acquisitions

Tax Problem Resolution

Receive a letter from the IRS or your state’s Department of Revenue? Our team can help assess the problem and assist in finding a resolution.