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Tax Preparation Services

Tax Planning

Tax planning and tax forecasting services for individual and small business clients is a core competency of the firm. Effective tax minimization begins with long-term tax strategizing to establish overall objectives and is maintained with conscientious and consistent annual tax forecasting and mid-year tax planning.

Individual Tax Filing

A core specialty is the preparation of tax returns for individual taxpayers and small businesses.  Over the last 30 years of business, literally 1000's of Federal and State returns have been prepared and filed.

No taxpayer is the same, no tax return is the same; from year-to-year, and from person-to-person, income, deductions, life events, and tax laws all have a direct effect on your tax return result.  Some planning, once a year can be enough, sometimes advance planning and interim adjustments are required.  Your situation is yours, and we provide the individual attention needed for your success.

There is no reason to overpay taxes, there are a lot of reasons to plan for your tax outcome.  You have more control over the results then you may know. We are here to assist you keep more of your money.

You will find many topics with useful tax information and answers under the tab "CLIENT RESOURCES".  Please take a look at our Resource section for Individuals Tax Issues, click the link, feel free to print or save as you would like.

Business Tax Filing

Small business tax return preparation and filing instructions is a core service offered to our clients. Whether your company is a C corporation, S Corp, Limited Liability Company, Partnership or Sole Proprietor a properly prepared tax return can be filed to minimize the tax owed. Over the years, 1000's of small business Federal and State tax returns have been prepared for service, retail sales, construction, and manufacturing company clients.

Business tax returns have different filing deadlines, and very different filing requirements, from individual returns.  Often times, business returns will have a direct effect on the personal returns of the corporate shareholders, LLC members, and/or owners, and understanding how that interaction ultimately determines your tax result is a key part of successfully running your business.

You will find several topics with tax information, answers and suggestions on how best to operate your business, record transactions, and assist with administrative issues related to owning and running a business.  Go to our CLIENT RESOURCE tab for Business Tax Issues, scroll down, find a topic, click the link, save or print the PDF as you like.  Many clients have commented, these quick reads have helped them discover what they don't know, and should know.  If you have questions or concerns and need to discuss issues in more depth, feel free to schedule a consultation appointment.



Accounting Services


*Timely, efficient bookkeeping services are available for businesses of all types.Financial Statement preparation for business clients is a long-standing service of this firm.

*Computerized accounts are prepared, saved and presented for client review on a quarterly, monthly, and/or annual basis. Reconciled financials are necessary to accurately and effectively prepare and plan for tax strategies.

*Budgeting and forecasting support are also available.

Other Services

Financial Planning

Whether planning for retirement or for a child's college education, financial planning is the cornerstone for meeting your goal. We help individual and business clients with a full array of planning tools. Our financial planning services looks closely at tax issues related to various financial planning tools and choices.  We will work with your financial planner, estate attorney, business lawyer, parnters, etc - to provide a complete outline for your financial security. 

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Get clarity on your tax and accounting situation