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Services

TAX PLANNING PREPARATION

Put Our Tax Experience to Work for You

We have extensive tax preparation and advisory experience serving individuals and all types of businesses. We understand how a heavy tax burden can negatively impact your business and personal finances. This is precisely why we take a hands-on approach to proper tax planning to achieve your immediate and long-term tax goals. Our tax specialists work closely with you to make certain that you are taking full advantage of all tax saving opportunities to preserve your bottom line and personal wealth. As an added benefit, our clients have online access to their financial documents through secure portal technology. Simply login with a username and password and view your return and tax documents. 24/7 convenience— just a click away

We will:

  • Pre-calculate your personal income tax liabilities before year-end to avoid unpleasant surprises.
  • Offer guidance on personal and business decisions made throughout the year that will impact your annual tax liability.
  • Employ tax planning strategies that will allow you to achieve your short term and long term goals.
  • Analyze your information at year end for over-looked deductions.
  • Handle all your tax preparation needs including income, payroll, sales, and property.
  • E-file your tax return for added convenience, efficiency, and security.
  • Remain up-to-date on the changing tax laws that affect you.