Tax Services
Tax time is a stressful time of year for many individuals and
businesses. Given the complexity of the ever-changing laws
and the difficulty of interpreting them, you need a tax
advisor who not only can ensure you’ve complied with
the law, but who can help you claim valuable deductions and
credits you may have never suspected. Our firm goes out of
its way to reduce the burden of paying taxes for all filers.
We pledge not only to prepare your tax returns in the
best-informed, most ethical manner possible, but also to work
with you year-round as needed to plan a strategy that will
minimize your total tax burden. We are qualified to prepare
all federal, state, and local tax returns for individuals,
corporations, partnerships, and fiduciaries.
Individual Taxes
We specialize in preparing your taxes quickly and painlessly,
and will ensure you receive all the deductions you are
entitled to. We are always available to help you with your
tax planning needs to help you lower your taxes and avoid
surprises during the tax season. And in order to speed your
refund, we can file your return electronically to the IRS and
state tax boards.
Corporate Taxes
Careful tax planning is the most essential step in preparing
our clients’ income taxes, and by minimizing taxes we
strive to improve our clients' profitability. Whether you
are a large firm or small, established or start-up, we will
find the best possible strategies for reducing your tax
liability within the limits of the law
Sales Tax Services
Our firm prepares all sales tax filings and offers full sales
tax audit representation.
Personal Financial Planning
Our firm offers a complete array of financial planning
services and will work closely with you to help you achieve
your financial goals. We will help you determine your net
worth and plan a workable budget to meet your expenses. Our
financial planning services include investment counseling,
retirement planning, college funding, estate planning, and
many more.
Education Funding
The costs of a college education are continually rising, far
outstripping the normal rate of inflation. We will help you
determine your best approach to save for your
children’s education, which could be either a 529 plan,
prepaid tuition plan, or Coverdell account. We’ll also
help you take advantage of other tax-favorable treatment of
education expenses, such as the Hope and Lifetime Learning
Credits.
Investment Review
Our firm will perform a custom portfolio analysis and review
the risks and returns of specific investments including
stocks, bonds, cash, REITs, and limited partnerships. We will
also determine an optimal asset allocation for you by taking
your unique personal and financial goals, time horizon, and
risk tolerance into account.
Retirement Planning
It is never too early to start planning for retirement. If
you want to live the same lifestyle--or an even better
one--than you do now, you need to start planning for
retirement...NOW. We will help you compare the relative
benefits of stocks, bonds, and other retirement assets, and
will explain the differences between such retirement plans as
standard IRAs, tax-deferred annuities, and Roth IRAs. We can
analyze your projected income and expenses and suggest
investment funding techniques to help you ensure your golden
years 10, 20, and even 50 years from now live up to your
expectations.
Bookkeeping/Write-up
Our firm provides full-charge bookkeeping services, including
general journal and subsidiary ledger maintenance, bank
statement reconciliation, and receivables and payables
tracking and analysis.