Tax Planning & Preperation

image 5Concerned about your taxes? Do you think you are paying too much in taxes an want to figure out how you can legally pay less in taxes?

Whether you’re a small business owner seeking proactive tax planning or an individual who wants to get the most back on their tax return, we are here to help you.

Ours is a regional accounting firm that has the perfect mix of large-firm resources and small firm attention to detail that has benefitted our tax planning and preparation clients. We take pride in the relationships we develop with our tax clients and we concentrate on helping them achieve their long-term tax goals and objectives rather than simply viewing our tax relationship as a “once-per-year” tax return.

We work with you to develop a plan that minimizes your tax liability and ensures federal, state and local compliance. We know one of your top priorities is paying less in taxes. This is best achieved through comprehensive tax planning. Whether you’re an individual or operate a multi-tiered corporation or partnership, our experienced tax strategists can accommodate your needs.

We have been preparing taxes for many years, and will help you stay in compliance with the tax laws.

Our Services

  • Tax Preparation
  • Corporate and Individual Estimated Taxes
  • Strategic Planning Meetings
  • Review Tax Situation & Implementation Tax Reduction Strategies

We are diligent about remaining up-to-date on the changing tax laws, and will examine all of the tax-saving opportunities available to you. We are committed to minimizing your tax liabilities and maximizing your future opportunities—while remaining in full compliance with statutes.

We couple the annual return preparation with inquiries, observations and suggestions about items that emerge during the return preparation process. For many clients, a projection of the next year’s tax is advisable in the latter part of each year.

Our goal is to make the process of tax planning and preparation a simpler process that provides timely, meaningful information, and assists you in minimizing your tax liabilities currently and into the future. We offer our clients 24/7 access to all of their tax information. Contact us at 07 4162 1422