Tax Services

• C-Corporations
• S-Corporations
• Tax Exempt Organizations
• Private Foundations
• Partnerships
• Limited Liability Companies
• Individuals
• Trusts

Fundamentals

Tax returns are more about planning than preparation.

A two year accountant with basic knowledge of tax preparation software can prepare your return and tell you what you owe for last year.

What’s more important is how much you will owe next year and what can be done to minimize your liability.

Our emphasis for both businesses and individuals is PLANNING.

What is going to change?
Tax rates?
Deductions?
Credits?

Should you accelerate income, defer a deduction, replace equipment this year or next?

What are estimated payments and withholding requirements?

Should you convert your traditional IRA to a Roth?

The CPA/client relationship is a partnership. Our role is to advise, but it is also to educate you, our client. The more you know and understand about tax regulations and planning, the more successful our partnership will be.