Offering a wide range of services for individuals, business owners, and independent professionals.
Preparation - Don't pay more in taxes than you have to! Take full advantage of all deductions and credits with tax planning, compliance and preparation services.
Planning - Planning is the key to successfully and legally reducing your tax liability. Going beyond tax compliance and proactively recommending tax saving strategies to maximize your after-tax income.
Problems - Here to help you resolve your tax problems and will work with the IRS and DOR until an acceptable resolution is reached.
SERVICES FOR INDIVIDUALS
Protecting your personal assets has never been more important. Changes in the tax environment may result in opportunities for you. Keeping informed of these changes provides you with tax counsel that may minimize tax payments. Planning is the foundation. You can count on creative and objective planning and guidance, along with hands-on attention. Assistance is always available when a special situation arises, particularly those that affect your current and long-term financial picture.
Are you running your business at peak performance? Increase efficiency, stay in compliance, and boost revenue and profits. Thinking of starting a new business? A methodical plan of action is needed to fulfill your dream or goal of being your own boss and running a successful business. Success lies in the approach you choose to take. Get help to avoid common pitfalls many new small business owners make when starting their new venture.
TRUST AND ESTATE ADMINISTRATION
The executor of an estate is charged with the often daunting task of administering that estate. Depending on the complexity of the property, how it is owned, the provisions of the decedent's will, and the applicable law, the executor has before him or her various complicated responsibilities that are often best carried out with the guidance and assistance of a knowledgeable advisor.