Services

Smart Tax. Real Savings.

Don’t Just File Your Taxes, Optimize Them.

In today’s complex tax world, going it alone or using a generic preparer can cost you thousands. We dont just prepare your return; we craft a coordinated plan to minimize your tax burden and ensure accuracy.

Strategic tax planning now reaps big rewards at tax time.

We offer business tax and accounting services with customized strategies to minimize your tax burden and maximize savings. Our Expertise Includes:

  • Income & Deduction Optimization

Defer income, accelerate deductions.

  • Retirement & Investment Planning:

Maximize contributions and leverage tax benefits from your portfolio

  • Family Income Shifting & Charitable Giving:

Smart Strategies for significant savings.

We provide comprehensive tax compliance and planning for:

  • Individuals
  • Corporations, Partnerships, LLCs, LLPs
  • Not-for-profit Organizations
  • Estates, Trusts, & Gift Tax

Past Due & Estimated Taxes

Need to file a past due return?
It may be easier than you think. Our business tax and accounting services can help you navigate the process and explore payment options.

Understanding estimated taxes:
Avoid penalties by properly paying tax on income not subject to withholding (self-employment, interest, dividends, etc.). We can help you calculate your estimated tax.

Tax Filings & Amendments

Need more time to file?
We can help you file an extension, but remember: an extension to file is not an extension to pay.

Discovered an error?
If your filing status, income, deductions, or credits were incorrect, our business tax and accounting services can help you determine if an amended return is necessary.

Bookkeeping & Audit Defense

Struggling with QuickBooks?
Our qualified staff can help you set up, customize, and manage your QuickBooks online accounting program to fit your business needs.

Received an audit notice?
We offer robust audit defense and resolution services as a part or our business tax and accounting services, including:

  • Resolving tax notices
  • Preparing installment agreements or offers in compromise
  • Navigating the examination (audit) process
  • Appealing positions with tax authorities

Let’s Talk Shop

Whether you need tax support or business insights, we’re here to help.

CONTACT US