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What We Can Do For You

Individual Tax Preparation

We work with individuals, families and small business owners. Our goal is to ensure that our clients are taking advantage of all the opportunities available to them.  By focusing on tax proactive tax advice, we aim to reduce your tax liability. After all, nobody should pay more tax than the law requires of them.

Business Tax Preparation

Our proactive tax services also extend to businesses with various corporate structures, allowing for informed decisions and cutting edge tax reduction strategies. Services provided range from ensuring federal and state tax compliance to tax planning and problem resolution.

Pro-Active Tax Planning

WE ASK QUESTIONS. Clients routinely comment on how they appreciate our efforts to learn their specific financial circumstances and objectives. We’ve found that a little extra discovery up front, along with our year-round presence, can go a long way.  This affords more effective tax planning strategies.

Corporate Structure

Whether someone is looking to start a new business or evolve their current business, we can help.  Utilizing the correct corporate structure can reduce tax liability and improve our client’s bottom line. Our services extend to sole proprietors, partners, LLC’s and corporations.

Estate Settlement

The death of a family member is a traumatic experience. As if the emotional burden isn’t enough, this loss can also lead to tax and financial complexities. We provide competent professional advice and timely service throughout the entire estate settlement process.  Feel free to lean on us.

Fiduciary Taxes

We also specialize in fiduciary tax preparation. Our experienced tax advisors prepare returns for probate estates, simple and complex trusts, charitable remainder annuity and unitrusts. We apply our robust financial knowledge of wealth transfer and other surrounding tax issues in this area.

Financial Services

We provide total financial guidance that goes beyond taxes. This is why we offer year-round accessibility to our experienced team of professionals that are detected to simplifying the ongoing financial lives of our clients.  Our focus is on financial efficiency and peace of mind, as we help navigate through intertwining tax and financial matters.

Meet Your Advisors