Tax Preparation & Planning

Most people would rather have a root canal than deal with taxes! According to a study released by the US Government's General Accounting Office, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer.

We have literally prepared thousands of returns and work hard to make the process as painless as possible. Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program there's no substitute for the assistance of an experienced tax professional

Preparing your taxes is just part of the full picture. We also meet with our clients to discuss decisions that will help minimize future taxes or that will support other goals in the most tax efficient manner. We have literally saved thousands of your 

Our Tax Preparation & Planning Services include...

• Tax Preparation - business, personal, estate, nonprofit, retirement plans
• Tax Planning - both for personal and business
• Free notice review
• Efiling of all returns (dependent on federal/state mandates)
• Representation - for more complicated IRS/state issues, we can represent you

Flexible process - we work in the way most convenient to you...
We offer live appointments, virtual services, or a combination of both. Contact us to either set up an appointment or to provide your information virtually.