Tax Services for Businesses & Individuals
Tax planning is an important aspect of your financial planning process. By reviewing your current financial situation, we can identify individualized strategies that will minimize your tax liability now and in the future.
Tax laws are complex. Our CPAs and tax professionals will not only keep you aware of developments that may affect your situation, but also will help you interpret and understand their significance.
We stand behind our work and represent clients before federal, state and local tax authorities. Even if we did not prepare your taxes, we can represent you during an audit.
Our core services include:
- Federal & State
- Individual
- Corporate
- Partnership
- Non-Profit / Private Foundation
- IRS Representation
- Sales & Use
- Estate & Gift
Entrepreneurial Start Ups
Over the years, we have helped companies grow from ideas into successful, profitable businesses.
We focus on helping entrepreneurial companies get started in the right direction. We will evaluate the pros and cons of each type of business entity to help you determine the most advantageous form. We will prepare the necessary documentation and have it filed with the proper authorities.
Once your business is formed, we are dedicated to being here for you throughout its life. We will guide you through tax compliance, financial reporting, setting up payroll systems, and optimizing your strategic and business plans. Regardless of how large your company becomes, it will never outgrow our full range of services.