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.
Tax Planning
Tax planning and tax forecasting services for individual and small business clients is a core competency of the firm. Effective tax minimization begins with long-term tax strategizing to establish overall objectives and is maintained with conscientious an
Trusts & Estates
Trust and estate tax returns (Form 1041) are core services offered to our clients. Our trust work focuses on grantor or irrevocable trusts that require a separate tax return (Form 1041) to be filed apart from the individual (From 1040) tax return. Typica
Tax Representation Services
Audits
As enrolled agents, we are licensed to represent taxpayers in front of the IRS. When a taxpayer is audited, we are able to work on behalf of the taxpayer with the IRS or state authorities to resolve all three types of audits.
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.
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. We can also upload documents for your convenience; this is a real time saver for all of us.