Tax Services

Tax Preparation for Individuals and Small Businesses

We provide a broad range of tax services to assist our clients with their tax compliance requirements. 

What we can do:

• Individual tax preparation services 

• Partnership and Limited Liability Company tax preparation services

• Analysis of business formation selection

Tax Planning

We can help to develop strategies to minimize tax liabilities.  

Here’s how we do it:

• Ensure you take every tax credit and deduction you deserve on your tax return based upon your tax situation.

• Work with you all year long to develop tax planning strategies and answer questions on potential transactions or financial decisions to lower your tax bill.

• Help you understand how to defer tax liabilities through retirement contributions, etc.

• Help you set up a recordkeeping system that meets IRS requirements.

• Review and adjust your paycheck withholding so that it accurately reflects your tax situation and lets you keep more of your money