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Tax Preparation Services

Tax Planning

Tax planning and tax forecasting services for individual and small business clients is a core competency of the firm. Effective tax minimization begins with long-term tax strategizing to establish overall objectives and is maintained with conscientious and consistent annual tax forecasting and mid-year tax planning.

Individuals, Business


Preparing your own individual tax returns can be an expensive mistake.  Even seemingly “simple” returns may require knowledge of tax law that lay people do not possess.  Claiming Head of Household, knowing dependency status, and lost earned income credits are very common errors on simple tax returns that can cause taxpayers to lose thousands of dollars in refunds or cause erroneous tax debt. 
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Business Tax Returns

Small business tax return preparation and filing instructions is a core service offered to our clients. Whether your company is a C corporation, S Corp, Limited Liability Company, Partnership or Sole Proprietor a properly prepared tax return can be filed to minimize the tax owed. Over the years, 100's of small business Federal and State tax returns have been prepared for both service and manufacturing company clients.

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Get clarity on your tax and accounting situation