Services
If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.
We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.
Tax Preparation & Planning
Effective tax preparation and planning can help you to minimize your future tax liability. Taxes may be a certainty in life, but worrying about them doesn’t have to be. For individuals, we can save you time, money and stress by preparing and filing your returns, while claiming every allowable deduction and credit. For businesses, we can help by minimizing your tax liability, while ensuring that you stay in compliance with all federal, state and local regulations.
Accurate and timely filing of returns is only the beginning of an effective tax strategy, however. Every personal or business financial decision, from buying a house to selling investment holdings, from expanding staff to replacing aging equipment, can have significant tax implications. Successful tax planning rests on understanding all of these impacts before the decision is made, so that you can act at the most advantageous time. Let us show you how.
Our country’s ever-changing tax code places heavy burdens on both individuals and companies, but it also holds extraordinary opportunities if you know where to look. Our experts are here to guide you along the path from basic tax compliance to a strategy for long-term tax minimization.
IRS Representation
Whether you receive an audit notice or just a request for clarification about an item on your personal or business tax return, the thought of facing the IRS by yourself can be overwhelming. Unfortunately, many tax preparers are not prepared to represent you before the IRS. If a problem arises with a return they filed for you, you might be left on your own to resolve the issue.
We will advocate on your behalf and help you and your staff assemble any documentation that IRS agents might request, so that you are never fending for yourself.
By drawing upon years of experience handling audit procedures and tax rules, we can take the stress out of working with IRS agents, and ensure that your rights as a taxpayer are protected and that you pay the minimum allowed by law.