Tax Preparation & Tax Planning Services

Tax Preparation

Are you looking for a reliable and professional tax preparation service for your small business? Whether you need help with your business or personal income tax filing, you can rely on our expertise and experience.

We know the ins and outs of tax law for small businesses and the small business owners. We will help you take advantage of all the tax credits, deductions, and incentives that you are eligible for, ensuring that you pay what you owe and not a penny more.

  • Business returns
  • Forms 1065, 1120S, or 1120
  • Personal returns
  • Form 1040 and Schedule C
  • Trust and estate returns
  • Form 1041
  • Non-profit and private foundation returns
  • Forms 990 and 990-PF
  • Gift tax returns
  • Form 709
  • Estate tax returns
  • Form 706

Tax Planning

Achieve your vision with proactive and strategic tax planning designed for small businesses and business owners. We use current tax law, and projections of future law, to offer forward-thinking solutions that will minimize your tax liabilities and maximize tax savings opportunities. We will work with you to understand your business goals and financial situation, and design and implement tax strategies that suit your specific needs and preferences.

With our year-round planning, you’ll not only be prepared for tax season, but also supported in your long-term business and financial objectives.

Specialized Services

Our founders grew up in small family-operated businesses, and our goal is to bring comprehensive accounting and planning services to other small businesses. When you’re ready to go beyond the basic maintenance and compliance requirements, we’re here to help you every step of the way.

  • Retirement Planning
  • Gift Planning
  • Estate Planning
  • Succession Planning
  • Business Management Consulting
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