Your strategic tax-matters advisor – from planning to preparation.

Tax Planning Services

  • Individualized Strategic Tax Recommendations
  • Quantified Return on Investment
  • Long-term and Year-end Tax Projections

Tax Compliance Services

  • Individual Income Tax Preparation
  • Corporate/Partnership Tax Filing
  • Trust/Estate Tax Filing

IRS Representation

  • IRS and State Notice Assistance
  • Audit Representation
  • Tax Debt Resolution

Trust and Estate Planning

  • Trustee/Executor Advisory Services
  • Explanation Regarding Distributions

Entity Selection and Restructuring

  • Business Start-up Analysis
  • Review Entity Structure
  • Entity Ownership Planning

We specialize in finding tax solutions for Business Owners and Charitably-Inclined Individuals.