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Tax Planning & Preparation

Offering a robust line of productsto meet your personal and business needs

Tax support tailored to your needs

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The complexity and volume of tax regulations result in the need for most taxpayers to hire an expert to prepare their tax returns in order to assure accuracy and minimum tax obligations. Our firm focuses on giving clients the opportunity to take advantage of tax savings afforded by current tax regulations, both in preparation of their current tax filings and in consideration of future tax planning. Our CPAs take annual continuing education courses that include adequate courses in the tax area; we also provide ongoing training to our other staff, all in order to promote accuracy and efficiency when providing services.

We have years of experience in preparing income tax returns, including but not limited to the following:

  • Form 1040
  • Form 1120
  • Form 1120S
  • Form 1065
  • Form 1041
  • Form 706
  • Form 709
  • Form 5500

We provide convenient access to your historical filings via a password-protected portal, and we e-file whenever possible.

Call us today to let the experts help you minimize your tax burden and audit risk!