Our work for individuals goes far beyond preparing your tax returns. Our team is committed to developing trusting relationships with every client who walks through our doors. Each and every client has their own set of challenges and needs.
For some, it may be simple tax preparation and the occasional check up on your tax liability.. For others, you could have many different issues related to a government tax notice, education funding goals, estate planning or retirement strategy needs.
Our team of professionals are equipped to assist you with your financial and tax goals for today while keeping the foresight to plan for your goals well into the future. Learn how we can help you today.
As a business owner, you need objective and timely feedback to operate and grow your business. There are many issues buried in these two that can keep you awake at night. We understand these types of business issues ourselves as business owners too.
Our approach with business owners is to keep things simple. We can always increase the complexity of any system or process as the demands for better management information arise. Much of the data you need to make the best management decisions is housed in your accounting system. Our team has a broad knowledge base to advise you how to identify the internal controls best suited to enable your company.
Whether you are on Day One of an exciting new journey, or find yourself growing across borders quickly, we have the expertise to guide you to success and a few less restless nights.
If you have been contacted by the IRS or a State Revenue Department, this can cause a bit of anxiety and frustration causing you to be afraid to act. These problems usually do not go away simply by ignoring them. Our experience with a tax resolution client indicates you usually know what happened to cause the notice. However, the hesitation that comes with dealing with a taxing authority can affect you in a way to not take the first step towards a resolution. Thus compounding the problems.
This is where we can help. We know and follow the same rules they do and work diligently to get your situation manageable and behind you. Our skill set to navigate the tax authority maze in an effective and efficient manner can usually provide relief.
In these often complex circumstances, we provide our in-house, hands-on experience to guide our trustee clients through the state and federal court processes.
We will make sure the outcome of your situation matches the true financial picture of your life. Your assets and income can come into question from multiple angles, but the right team of professionals can prevent you from being taken advantage of.
We believe there is a huge difference between tax preparation and tax planning. Anyone can fill out forms, but we will help you make good decisions all year long. Our goal is to reduce your tax liabilities.