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Tax Planning & Preparation

Experienced Tax Strategists Working for You

We know one of your top priorities is paying less in taxes. This is best achieved through comprehensive tax planning. Whether you’re an individual or corporation, we can accommodate your needs. We work with you throughout the year to develop a customized plan with tax-saving strategies that are tailored to your unique situation. Our personal, one-on-one service and expert tax return preparation and advice will give you peace of mind, knowing that your tax return is in capable hands.

We are diligent about remaining up-to-date on the changing tax laws and will examine all of the tax-saving opportunities available to you. We are committed to minimizing your tax liabilities and maximizing your future opportunities—while remaining in full compliance with IRS statutes.


IRS Representation

We also provide expert IRS representation services because we understand that few things evoke more fear than receiving a notice from the IRS. We act as your representative in front of state and federal agencies to help resolve your issue in a timely manner with as little stress as possible. Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide you through your situation with ease and expertise.


In three easy steps, our team can help you
find your path to a sustainable, profitable business
and more individual freedom.

 

 Business Foundation Services

If you are a new business owner or if you are starting a second business, we can provide the expertise and guidance that we know small businesses need in order build a strong foundation for their future. Our firm can guide you through the process of entity selection, provide valuable tax planning advice, and help you set up your accounting systems to most easily operate your business.

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 Our Specialties

Real Estate Professionals

We are dedicated to helping professionals in the real estate industry build a profitable enterprise. Our firm has earned an excellent reputation working with clients focused on the real estate industry, including...

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Service-based Businesses

Service-based businesses require specialized accounting, tax, payroll and other financial services—and our firm delivers. Our skilled team of financial experts have years of experience helping service-based businesses in a wide range of industries successfully...

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Business Owners

For many entrepreneurs who start their own business, it often becomes clear that managing their company’s finances and taxes can be a full-time endeavor in and of itself—not to mention keeping up with the impact that being a business owner can have on...

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Technology Firms

We are committed to helping you achieve financial success within your technology services firm. Our skilled professionals have years of experience in providing tax, accounting and payroll services to IT professionals. We understand the challenges...

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