Professional Tax Preparation
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.
Audits, Reviews, and Compilations
Accurate financial reviews and audits make it possible for your company to maintain compliance, secure financing, find investors or prepare the business for sale. The review process also provides valuable insights into the strengths and weaknesses of your organization’s internal controls, offering unique opportunities to improve how you do business.
We tailor our services to the unique needs of your company, matching our level of involvement to the requirements set by potential funders or buyers. For smaller financing requests, you may only need for us to prepare a more simplified compilation report.
In all cases, we will work with you and key employees across your organization to complete the review process as efficiently as possible. By minimizing the amount of time your employees must devote to audit and review procedures, we help you complete the process without disrupting operations.
Estate & Trust Tax Preparation
Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. Our services include estate planning to simplify property transfers to heirs, minimizing tax liability so heirs receive the maximum benefit, and tax preparation after a loved ones’ passing.
We will work with you and your attorney to structure your estate and/or trusts with an eye toward minimizing tax liability, smooth fulfillment of your bequeathal directives and, when possible, avoidance of the long process of probate. In the event that you wish to begin distributing assets to your heirs during your lifetime, we can also assist with IRS gift reporting requirements.
When a loved one passes away, we can prepare and file any required final tax returns for the decedent and any associated trusts. We lift the paperwork burden off your shoulders, so you can focus on the far more important matter of spending time with your family during a difficult transition.
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.
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.