Minimize tax burdens and maximize tax opportunities


Tax Preparation and Filing

Our team will prepare all of the appropriate forms and schedules. We will file your return electronically, when available, to expedite refunds and adjust estimates and withholdings so you send the right amount to taxing authorities. We’ll also help you take advantage of tax benefits on future returns.

Our tax preparation services include:

  • Corporate, partnership, and not-for-profit preparation and filing
  • Individual tax return preparation and filing
  • Estate and trust tax preparation
  • Sales and use tax return preparation
  • Payroll tax return preparation

Tax Planning

To minimize your tax liability you must be proactive. We want our clients to pay the least amount of tax required by law. That’s why our accountants review your business and individual situation to develop a strategy to eliminate or defer tax liability when possible, so you can maximize deductions and take advantage of credits, tax-advantaged investment vehicles and capital purchases.

IRS Audit Representation

Let’s face it, no one wants to go through an IRS audit, but it’s a normal part of life for individuals and businesses alike. We’ll take the lead in working with taxing authorities using our experience and understanding of their procedures and processes. Our goal is to keep you informed along the way so that you are fully aware of any changes and there are no surprises at the end of the audit.

Retirement Planning

Gain an understanding of tax requirements and the ramifications of investing and withdrawing money for retirement. We will develop a strategy to minimize taxes around your retirement and investment goal

Trust and Estates

We’ll develop a strategy to minimize the impact of gift, estate, and generation-skipping taxes.