Income Tax Preparation Services

Taxes represent a significant expense for a small business and for individuals. It is our goal to implement tax strategies that will minimize this expenditure. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year.

Our goal is to make the preparation process as easy as possible for you and minimize your tax liability with careful planning. Your tax preparation interview can be conducted either in person, by mail, or e-mail, whichever is most convenient for you.

For Individual tax returns we provide a tax organizer to assist in gathering information for preparation of the returns.  Prior year information we be listed on organizers for existing clients.    

Our office provides many tax preparation services including the following:

• Corporations
• S Corporations
• LLCs & Partnerships
• Trusts, Gift and Estates

• Multi State Income Tax Returns
• Retirement Plans
• Tax Exempt Organizations

Tax Planning Services

“There is nothing sinister in arrnging one’s affairs as to keep taxes as low as possible…for nobody owes any public duty to pay more than the law demands.” --Judge Learned Hand

Tax planning plays a critical role in meeting our goal to minimize taxes. With tax laws constantly changing, tax planning is a year round process. Our goal is to keep you updated on tax law changes and how these changes will impact your taxes.

Year-end tax planning is service we provide to many of our clients. As the year-end approaches it is important to consider questions such as:

Have I paid in enough taxes to avoid penalties?

Should I accelerate income into this year or defer income to next year?

Should I accelerate deductions this year or hold off to next year?

What tax bracket will I be in? Can I take advantage of lower tax rates for capital gains and qualified dividends?

Should make equipment purchases to maximize the depreciation deduction?

Can I make retirement contributions to lower my taxes?

Will I be able to take advantage of the education credits?

I want to be prepared, how much will I owe on April 15th?

We make it top priority to enhance our understanding of the current tax law, complex tax code, and new tax regulations by attending frequent tax seminars.

Contact us if you would more information on our tax planning services.