Tax Preparation &
Tax Planning Services
Individual tax returns are prepared year-round. We offer personal income tax preparation, tax planning, and IRS notice resolution. Get your tax return prepared fast, accurate, and efficient.
For businesses, our services include filing corporate tax returns, partnership, and sole proprietors (Forms 1120, 1120s, 1065 and Schedule C).
Tax Preparation
Preparing your own income tax return can be daunting and filled with uncertainty. A 2021 IRS study reported that 53% of all taxpayers use a professional tax preparer. It is easy to overlook deductions and credits that you are entitled to, even with a computer software program. An experienced tax professional and specialist, however, will not only help you find those deductions and credits, but they can also help give you peace of mind. Not sure what documents you need? Our Tax Checklist will help. For more informational links, please visit our Tax Hub.
Tax Planning
Our tax planning service will assist in estimating your tax liability and show you potential deductions to limit your tax liability for next year. Plan your taxes ahead to cover your tax liability and avoid penalties. Some examples that lead to tax planning are income fluctuations, selling investments, getting married, buying a house, or growing your family.
Tax Questions & Problems
Are you staying up all night worrying about your IRS problems? Are you afraid to open your mail? If you received an IRS notice but are uncertain what it means, we can help answer questions, translate, and resolve IRS notices.
If you owe the IRS, you have a serious problem. Tax problems do not go away by themselves; they just keep getting worse with penalties and interest added each day. We are here to help and we pride ourselves on being affordable, thorough, and of course, extremely discrete.
There are solutions to your IRS related issues. Please schedule a call to discuss your notice. For more information regarding specific tax problems, please visit our Tax Representation page.