Business Tax Return Preparation + Consulting

Our firm prepares all types of business tax returns, which include Corporations, S-Corporations, Partnerships and LLC Sole proprietorships. We can prepare your business return from your accounting records, or we can provide accounting services for you. All business returns are thoroughly reviewed by our CPA’s who have over 100 years of combined experience. We also pride ourselves in being ahead of the tax law changes and filing deadlines. We like to anticipate rather than react to our clients needs.

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Individual Tax Return Preparation

We prepare over 1,200 individual tax returns annually, using the best-rated tax software program in the nation, CCH Access. We can process tax returns for all fifty states as well as tax returns for U.S. residents working abroad. Whether you are an individual with a fairly simple tax return more with complicated issues such as business income, retirement benefits, multi-state taxation, stock options or partnership investments, we can provide the expertise to help prepare the return accurately and obtain the greatest tax benefit allowed. Our staff has extensive knowledge in tax law and continually stays current with all the newest changes. All tax returns are reviewed, filed in a timely manner, and are electronically processed whenever possible, for greater security and faster refunds. All new clients will also have their previous year’s tax return reviewed for accuracy.

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Individual Tax Planning

We make every effort to personally get to know each client and their needs. By asking informed questions, researching options and taking a proactive, year-round approach, we can obtain a complete understanding of your tax needs and develop tax strategies. We provide the best counsel possible to minimize your tax liabilities today and for future years.​

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Out-of-State Tax Returns
Doing business in other states opens up a complex area of out-of-state taxation. We can advise you if you have filing requirements and/or income tax liabilities in another state. This is becoming a hot area as states are trying to collect massive amounts of revenue by cracking down on tax evasion.

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Business Tax Planning
We make every effort to personally get to know each client and their needs. By asking informed questions, researching options and taking a proactive, year-round analysis, we can obtain a complete assessment of your tax needs and develop tax strategies. We provide the best counsel possible to minimize your tax liabilities today and for future years. Our goal is to provide tailored services to help you meet your financial objectives.

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Retirement Consultation and Estate Planning

We also work with client’s on their retirement planning and goals. In today’s economically challenged times, it is more important than ever to have a solid plan. We can help you in your decision making process from a unique tax perspective. For estate planning, we provide a team approach. We partner with your attorney, investment and insurance professionals to implement the right estate plan that assures maximum tax, financial, social security, death and insurance benefits. We will explain how you can pass your estate on to your heirs efficiently. You can trust us to confidentially work with you in getting your financial affairs in order.