As CPA's we can handle all of your tax matters including tax preparation, tax planning and audit support.  Why go anywhere else when you can have the support of a Certified Public Accountant. 

Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With a careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.

We have the expertise to provide you with the services that you need.  Dedicated to keeping our tax preparation skills honed with continuing education courses throughout the year, we are highly qualified to prepare tax returns for all fifty states.

Tax Preparation

Our goal is to make the preparation process as easy as possible for you and minimize your tax liability with careful planning. Your tax preparation interview can be conducted either in person, by mail, or e-mail - whichever is most convenient for you.  Whatever your circumstances may be, we are here to give you the best advice to help you get through life’s challenges.

Whether you need current year returns prepared or need to plan for retirement or your child’s education, our professional team can assist you with all of your needs.

This office provides many services, including the following:

  • Individual Tax Return Preparation
  • Business Tax Return Preparation 
  • Gift & Estate Tax Return Preparation
  • Partnership & Corporate Tax Preparation
  • Estate and Succession Planning
  • Tax & Education Planning
  • Out-of-State Returns
  • Business Start-Ups

Tax Planning

The goal with tax planning is to minimize liability in current and future tax years. Some examples of tax planning include: deciding whether to file jointly or separately, timing the sale of an asset, identifying applicable deductions, etc. 

Audit Representation

Tax audits can be a long, arduous process; however, with our assistance, we can ensure the process runs as smoothly as possible. Our team of experienced professionals can ensure that you are being properly represented when dealing with tax authorities.