Individual Services
Annual Tax Compliance
Everyone has their own unique
tax situation. We work closely with you to understand your needs and objectives, and help you meet them. We work to ensure that you follow the multitude of federal, state, and local tax laws while also maximizing your returns. We analyze your unique situation to offer ways that will help you minimize your current and future tax liabilities.
Strategic Tax Planning
We work with you to identify a tax strategy that will improve your personal tax position and minimize unnecessary income taxes paid. You will have year-round access to ask questions as needed.
IRS or State Tax Problems
Have you received letters or notices from the IRS or other State taxing jurisdictions that need attention? We can help you resolve the matter more efficiently and will deal with the IRS or State on your behalf.
Business Services
Tax Compliance & Planning
We work closely with your organization to help ensure
you have comprehensive tax compliance. You have access to support which will assist you in in developing and building a strategy to minimize your tax liability. As your business tax partner, we
collaborate with you to provide a variety of tax services, such as:
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Federal Tax compliance
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Multi-state and Local Tax compliance
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Year-end Tax Planning
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Retirement plan options and opportunities
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Business Entity Selection
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Cost Segregation Study opportunities
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Tax Credit Saving Incentives
Advisory Consulting Services
We are here to provide our clients with expertise service. We provide professional insight and support to help navigate the many challenges facing your business.
Other Accounting Services
We can provide many ad-hoc services including monthly financial accounting
and reconciliation procedures, management of day-to-day accounting functions and an array of other accounting services to help meet your needs.