Tax Planning & Compliance

Tax Planning & Compliance


Tax Services

Tax time is a stressful time of year for many individuals.  Given the complexity of the ever-changing laws and the difficulty of interpreting them, you need a tax advisor who not only can ensure you’ve complied with the law, but who can help you pay the least amount of tax permissible by law.


Our firm can reduce the stress of paying taxes.  We not only to prepare your tax returns, but also work with you year-round as needed to plan a strategy that will minimize your total tax burden. We continuously monitor federal, state, and local tax law changes to allow you to minimize current and future tax liabilities. 


We can apply our expertise to federal, state, and local tax returns for individuals, corporations, partnerships, estates, and fiduciaries.


And, if questions ever arise regarding your return, we are there to come to your defense answer them.  You never have to deal with the IRS or any taxing body.
Individual Taxes

We specialize in preparing your taxes quickly and will ensure you receive all the deductions to which you are entitled. We are available year-round to help you with your tax planning needs and to help you lower your taxes and avoid surprises during the tax season.


In order to speed your refund, we file your return electronically to the IRS and, when possible, with state tax authorities.

Corporate Taxes

Careful tax planning is the most essential step in preparing our clients’ income taxes.  By minimizing taxes we strive to improve our clients' profitability.


Whether you are a large firm or small, established or start-up, we will find the best possible strategies to reduce your tax liability within the limits of the law.

Estate, Gift And Trust Tax Return Preparation

Our firm provides expert preparation of federal and state estate, gift, and trust tax returns.  We are also available to advise you in your estate planning needs, including business succession plans and gifting strategies.

Sales Tax Services

Our firm prepares all sales tax filings and offers full sales tax audit representation. 

IRS, State and Local Representation

Our firm knows the tax laws, and we know how your tax return was prepared. We can provide complete representation services before the IRS as well as state and local taxing authorities.  If your return is selected for examination by anyone, we are your representative, making sure that you never have to deal face-to-face with the examiner.