Our Services

Individual Income Taxes

Today's tax laws are so complicated that filing a relatively simple return can turn into a headache and a hassle.  Even handling your own income tax preparation using a computer program can be a task that leave you with more questions than answers.  It is just too easy to overlook deductions and tax credits to which you are entitled to, and nobody likes leaving their hard earned money on the table.  That's why we are here to walk you through every step of this tedious process.  We will leave you feeling confident and relieved that you chose us to work with you to file an accurate return that allows you sleep easy!

Business Income Taxes

Federal income tax is one of the most challenging and crucial aspects of managing any business of any size.  Income tax departments devote significant resources to preparing filings and meetings deadlines, often leaving little time for planning or for managing regulatory changes.  We look at compliance beyond the quarterly requirements, assessing tax strategies within the context of a company's overall financial goals.

The tax reform act passed in 2018 introduces the new Qualified Business Income (QBI) deductions for pass-through entities (PTEs).  This raises the stakes for all PTEs and creates an environment where planning throughout the year is a must!

Exempt Entity Returns

Non-Profit entities file annual Tax Exempt returns, or more commonly known as Form 990.  While the tax exempt organization typically does not pay income taxes, the Form 990 is an important document for non-profit organizations.  Form 990 is a public document and is many times posted on an organization's website.  This document needs to be treated as an important part of the non-profit organization's communication to the public on how it uses the public's money and how it serves its non-profit purpose.

We can help your organization work through the complex and thorough document, not only complying with Federal and state regulations, but using it to reflect your organization's story of success!

Other Tax Services

There are various other tax related services outside of the yearly preparation of individual and business income tax preparation.  Other areas we have experience and can help include:

• Amending returns filed by other preparers for errors or unreported items.
• Corresponding with the IRS and state tax agencies to resolve issues.
• Helping individuals after they have been a victim of identity theft.
• Helping individuals estimate their taxes and calculate quarterly payments to avoid surprises at the time for file.
• Reviewing financial statements of businesses to look for opportunities afforded to them by the tax code.
• Research of specific tax and business issues.
• Filling of past due returns.
• Staying current on proposed changes to the tax code.
• State level tax planning.

We value a relationship with our clients and view tax services as an ongoing and year round service, not a service where we prepare you return and talk once a year as many other tax preparers do.  Many planning opportunities are discovered by having a relationship with our clients and understanding their business, industry, and personal situation.  We are always available to schedule an appointment to review your latest filed returns and make recommendations to improve your specific situation so that we are taking full advantage of every available credit and deduction.  We do our best to provide an excellent service and experience to relieve any unnecessary pressure or stress created by thinking about your taxes.  Please see our contact page to get in touch with us.  We look forward to working with you!