Tax Consulting Services

YOUR SOURCE FOR TRUSTED PERSONAL ACCOUNTING AND TAX PREPARATION

As your trusted advisor, we evaluate your individual tax situation and guide you through any tax challenges that develop. Our goal is to minimize your tax liability so that you can keep more of your hard-earned money.

It’s also our job to stay up-to-date on current federal and state tax laws through continuing education and we use our in-depth knowledge of tax codes when we prepare your individual tax returns—so you don’t miss out on any tax credits and deductions that you are entitled to take.

TAX PREPARATION FOR BUSINESS

WE SPECIALIZE IN BUSINESS TAX PREPARATION

As a business owner, you’re busy developing new ideas and making sure your business runs smoothly. You probably don’t have time to reconcile your bank account or generate balance sheets to manage your cash flow, let alone read up on the latest tax laws to find out which tax breaks you can take advantage of.

When you first started out, and money was tight, the do-it-yourself method of accounting might have worked just fine. But now that you have employees, need to pay estimated taxes, and manage your cash flow better, it’s time to find a trusted advisor to partner with all year long—not just at tax time.

And, if you’re just starting a business, there’s no better time than now to discuss tax planning strategies that will help you build a foundation for future success.

What We Do For You
  • State and federal income tax preparation and filing
  • Local and state sales tax compliance
  • State and federal payroll tax
  • Develop tax planning strategies that save you money and minimize tax liability
  • Profit and loss statements
  • Mergers and Acquisitions
  • Entity selection and structure (S-Corp, C-Corp, LLC)
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