We provide tax consultation, tax preparation, and tax representation (Tax CPR):
Our Services
Tax Preparation Services
Individuals
A core specialty is the preparation of tax returns for individual taxpayers. Over the years, thousands of federal and state returns have been prepared and filed.
Business Tax Returns
Small business tax return preparation and trust and estate tax return preparation are core services offered to our clients. Our small business work focuses on sole proprietors and limited liability Schedule C businesses.
Trusts & Estates
Trust and estate tax returns (Form 1041) are core services offered to our clients. Click above for more information.
Tax Planning
Effective tax minimization begins with long-term tax strategizing to establish overall objectives and is maintained with conscientious and consistent annual tax forecasting and mid-year tax planning. Click above for more information.
Tax Representation Services
Payment Negotiations
There are many plans available from the IRS to help clients to best meet their tax liabilities. We will review each situation and determine the best plan which may include an installment agreement, offer in compromise (OIC), etc.
Audits
As enrolled agents, we are licensed to represent taxpayers in front of the IRS. Click above for more information.
Other Services
Secure Web Portal for Existing Clients
We understand the importance of protecting our clients' data. The easiest way to keep your information safe is to upload your tax documents via our secure portal. Never email personal/sensitive information. Click above for more information.