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Tax Services

Through the tax services we offer, we seek to meet your specific needs in planning for the future and pursuing your goals in an ever-changing financial and regulatory environment.

Our tax services include:

Tax Planning

Tax planning considers the tax implications of individual, investment, or business decisions, usually with the goal of minimizing tax liability. We help you evaluate a full range of tax planning decisions with strategies designed to minimize your tax liabilities and maximize your cash flow.

Tax Preparation

Our CPAs and tax staff can help you understand opportunities for optimizing the tax code while minimizing your IRS exposure. We offer professional preparation of all federal, state, and local tax returns for individuals, and prepare business tax returns for C-Corporations, S-Corporations, Partnerships, and LLCs, as well as federal and state estate, trust, gift, and non-profit tax returns.

IRS Audit Representation

Have you received an audit notice from a federal, state or local tax authority? There are critical steps to take for an audit. We can assist you in assembling and sorting through records, understanding your choices, and preparing a response. We handle all types of tax audits including individual income, small business, corporate, sales, and payroll.

Offer In Compromise

We can work with tax agencies to reduce your tax liability if you qualify, guiding you through the maze of tax paperwork and deadlines to ensure you receive a fair settlement.