TAX PREPARATION

Plan and prepare your taxes with insightful and personalized business and individual services.  We partner with you through education and planning to help you reach your financial goals.  We support you to stay on track all year long.

Tax Services include, but are not limited to:

• Income Tax Preparation – Partnerships, closely held businesses, individuals and trusts

• Compliance – We help you stay in compliance with local, state and Federal requirements.

• Tax Planning – Strategies to help you minimize liability and save money

• IRS Representation or Tax Resolution – IRS or state department of revenue notices

• Consulting – Entity selection, transaction structuring, and planning