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

  1. In-Person in Office.
  2. 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

  1. We do not accept cash.
  2. We accept all major debit and credit cards.
  3. We accept e(check).
  4. We can withhold our fees directly from your refund.

Feel free to book an appointment you will receive a response within 4 hours.

Name (required)

Email (required)

Phone (required)

Date (required)

Time (required)

Your Message