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Tax Services

We offer professional tax advice year-round, including tax minimization strategies and tax liability projections. We can advise you about organizational systems designed to maximize tax savings and minimize the effort required for maintenance. We also offer personal income tax preparation, as well as tax representation for tax audits.

Tax Planning

Tax laws are often complex and frequently change. The goal of tax planning is to arrange your financial affairs so as to minimize your taxes.  Careful planning throughout the year can assist you in reducing the taxes you pay – as well as help you achieve your financial goals.

Tax planning should not be done in isolation, but instead should be driven by your overall financial goals and integrated with your total financial plan. By developing and implementing appropriate strategies to lessen or shift current and future tax liabilities, you can improve your prospects of meeting long- and short-term objectives. For example, accurately projecting your income taxes can help you determine the cash flow available to you in the coming year.

Tax Return Preparation

By request, we can provide tax return preparation services of federal and state income tax returns for our retainer clients.

Audit Representation

In the event of a tax audit, either we ourselves will assist you through the process, or we will assist you with engaging a qualified CPA or tax attorney to assist you.