Tax Preparation For Individuals

Tax Planning and Preparation

Today’s tax laws are so complex that filing a simple tax return can be confusing and a daunting task. Our team of CPAs and Enrolled Agents are equipped with knowledge on the latest tax laws (including the recent healthcare changes), so we can help you keep more money in your pocket each year.

Here are just a few of the benefits of preparing your tax returns with our  firm:

  • We’ll sit together to get to know you and make sure we are uncovering all the tax deductions that are yours to claim.
  • We also have a convenient “drop-off” service. Just drop off or email (using our secure server) your tax documents to us and we’ll call and let you know about additional deductions.
  • Receive expert advice of legal tax deductions and tax credits for this year and the following year.

 Estate Planning

Planning what happens to your estate when you’re gone can seem too big of a task to tackle. That’s where we come in. We can help you clearly define your estate planning goals and evaluate and recommend options. Our goal is to lessen your taxes at the time of death, so your loved ones don’t have to worry.

In the past we have helped our clients with advice regarding:

  • Living Wills and Trusts
  • Lifetime family wealth transfers
  • Family partnerships and other business relationships
  • Leaving money to charities
  • Preparation for estate and trust tax problems

Tax Resolution Services 

If ever receive that dreaded letter from the IRS we can help STOP the continuing letters, STOP the phone calls, STOP the bank levies, and STOP the collection process. Our experienced team has the experience and tools to deal directly with the IRS and restore your peace of mind.

Self-Employed Business Services

We specialize in helping self-employed businesses grow their small business using our approach of combining our financial and tax stewardship service with our accounting and tax preparation services.

Why not give us a call at (800) 609-7362 so we can meet and see if we are the right fit for each other.