We prefer to take a proactive vs. reactive approach to tax services. Keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities to minimize current and future tax liabilities. We provide taxation expertise and knowledge all year long.
Tax Planning and Preparation
Tax planning and preparation form a winning combination for our successful individual and business clients. Our experienced staff will develop tax strategies that take advantage of new tax laws and legislation.
During our years of experience we have achieved a level of competence that can ensure clients they are being properly represented before the various tax agencies.
Estate Planning and Estate & Trust Tax Preparation
Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of organizing your financial affairs.
Providing financial information in a timely and accurate manner is a commitment we will not compromise. Meaningful, well-organized financial records ensure your business operations will run more efficiently on a daily basis.
- General ledger and financial statement preparation
- Bookkeeping (Monthly/Quarterly/Annually)
- Accounting system setup for new businesses
- Business tax return preparation
- Personal financial statements
We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. We can prepare all necessary payroll checks and payroll tax returns in a timely manner.