tax planning


As a tax preparation service provider, we conduct the filing of your federal and state tax returns. We ensure you comply with current tax laws respective to your entity type and keep a focus on your goal of tax minimization.

More importantly, is our approach to tax planning for our clients. We believe in optimizing your tax situation before the tax preparation process takes place. We are compliance experts on the ever-changing tax laws, and we use advanced tax planning strategies to minimize your tax burden. Whether you require business tax preparation or individual service, we work with you throughout the year to develop a custom plan that is tailored to your unique situation. Using language our clients understand, we provide personal guidance to answer any questions you may have.

As your CPA, we work alongside your team of advisors from investments to insurance in order to discuss big-picture goals such as retirement, estate planning, employee benefits and buy/sell agreements. No matter your particular situation, we are the tax advisor to navigate the road ahead.

Our tax experts are knowledgeable on a wide variety of industries and act as a member of your team, so you are fully informed of the strategies that are best for your business and life. We know the growth of your business, the personal goals you have set and time with family are what is most important.

Our tax services include:

  • Business/Individual Tax Planning & Preparation
  • IRS and State Tax Audit Representation
  • Non-Profit Tax Returns
  • Estate, Gift and Trust Tax Returns
  • Property Tax Returns
  • Sales Tax Returns