Tax Planning & Preparation

Our firm has over 27 years of experience of individual and small business tax planning and preparation. We will assist you in determining the best business entity that meets your specific tax needs.

Tax Planning

Tax Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.

We make it a priority to enhance our knowledge of current tax law by attending frequent continuing education courses. We also have access to research material for all IRS and state tax issues

Businesses and individuals pay the lowest amount of taxes allowable by law because we continually look for ways to minimize your taxes throughout the year, not just at the end of the year.

Remember, we work for you not for the IRS. Many of our clients save many times the fee in reduced tax liability through careful planning and legitimate tax strategies.

Preparation

We prepare tax returns for subchapter S and C corporations, LLCs, Partnerships, and non-profit entities. We also prepare descendant’s estate tax returns and many types of estate returns. 

Consultation

For a consultation, please click the button for our contact information or fill out the contact form below.

Contact us

We are licensed in the following states*:

  • Alabama
  • Arizona
  • California
  • Colorado
  • Delaware
  • Florida
  • Georgia
  • Idaho
  • Illinois
  • Indiana
  • Iowa
  • Kansas
  • Kentucky
  • Louisiana
  • Maryland
  • Missouri
  • Montana
  • New Mexico
  • New York
  • North Carolina
  • North Dakota
  • Ohio
  • Pennsylvania
  • Rhode Island
  • South Carolina
  • Tennessee
  • Utah
  • Virginia
  • Washington
  • West Virginia
  • Wisconsin

*Should you need services in a state not listed, please contact us for more information.