Services
If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.
We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.
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Tax Preparation & Planning
Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.
Our Firm Process
Because we are forward thinking firm, when the pandemic struck, we never shut down. We were able to adopt a virtual presence without adding stress to our clients. However, we also understand that tax preparation is a personal service and not every client wants to be serviced exclusively online. Our clients will still be provided two options to serve our clients
- In-Person in Office.
- Virtual Online.
IRS Identify Theft Compliant
We have adopted an IRS Identity Theft Compliant policy. Every client has a secure document client portal. You can feel comfortable knowing that your documents are being treated with the upmost care.
Our Payment Policies
- We do not accept cash.
- We accept all major debit and credit cards.
- We accept e(check).
- We can withhold our fees directly from your refund.
Feel free to book an appointment you will receive a response within 4 hours.
Business Entity Selection
The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.