Tax Planning and Preparation

Tax Planning and Preparation

Our successful individual and business clients depend on us to provide them with a strategic combination of tax planning and preparation services.

Whether you are an individual with a growing family or a growing business, looking to retire soon or looking to sell your business, our experienced tax professionals can develop timely, practical strategies that take advantage of the ever changing tax laws and legislation to eliminate, minimize or defer your tax obligations.

Effective tax planning requires a disciplined year-round process of evaluating your changing tax situation and planning alternatives.  We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year.

Tax services provided to our clients in all 50 states include:

  • Preparation of individual and business tax returns
  • Preparation of trust, estate and gift tax returns
  • Preparation of sales and use tax returns, and payroll tax returns
  • Audit representation before tax authorities