Tax Preparation

The tax code is only getting more complicated. Our goal is to streamline the tax process, educate clients about tax regulations and implement strategies to lower their tax liability. We proactively communicate with clients during each engagement to ensure they are involved in every step of the process. With years of tax experience, we will minimize your tax burden, while keeping you in compliance.

Individual Tax Preparation

There aren’t many people that enjoy tax preparation. Although there is a push to simplify taxes by the government, there always seems to be an increasing number of tax forms and disclosures required each year. The associated stress and confusion often lead to overlooked deductions or incorrect filings.

Our goal is to take the burden of filing a tax return off your shoulders. We will provide a step-by-step guide during the process to let you know what is needed and where you stand in the process. We simplify the tax preparation process, while showing you how certain income and deductions affect your return.

Once your return is filed, we will discern any updates to the tax code throughout the year, assess how they may affect you, and communicate these changes in a simplified manner.

Small Business Tax Preparation

We know each business is unique. We will meet with you to develop an understanding of your business to ensure compliance with current tax regulations. Whether you are a sole proprietorship, S Corporation, Partnership, or C Corporation, we have the experience to file your returns timely and accurately. We also review prior tax returns and business structure to confirm you are operating in a tax-effective manner.

After working with us, you will feel assured that your tax returns have been filed correctly, while keeping the financial goals of your business in mind.