Taxes and Tax Planning

A core specialty is the preparation of tax returns for individual and small business taxpayers. Tax laws change every year and what was true in the past is not necessarily valid in the current year. Keeping up with the changes and knowing how to apply those changes can be a daunting and time consuming chore. Although there is help available from the IRS and numerous income tax preparation software programs at your disposal, preparing your own income tax return can be challenging. Whether you are individual with complex returns with multiple sources of income or investment property or your company is a C corporation, S Corp, Limited Liability Company, Partnership or Sole Proprietor I can file the properly prepared tax returns minimizing the tax owed.

Individual Tax Returns

We specialize in preparing your taxes quickly and painlessly, and will ensure you receive all the deductions you are entitled to. We are always available to help you with your tax planning needs to help you lower your taxes and avoid surprises during the tax season. And in order to speed your refund, we can file your return electronically to the IRS and state tax boards.

Here are just a few of the many individual tax services performed by our team:

  • Tax planning to reduce tax liability
  • Tax preparation and E-filing
  • Help with IRS tax issues

Business Tax Returns

Small business tax return preparation and filing instructions is a core service offered to our clients. Whether your company is a C corporation, S Corp, Limited Liability Company, Partnership or Sole Proprietor a properly prepared tax return can be filed to minimize the tax owed.

We are well-versed in the latest tax laws and regulations, we employ every opportunity to reduce your tax liability as your business evolves. Additionally, we can advise you on which business entity will afford maximum long-term tax savings so your company can retain higher profits.

Tax Planning – Long term, annual and mid-year tax planning and tax forecasting services

Tax planning and tax forecasting services for individual and small business clients is a core competency of the firm. Effective tax minimization begins with long-term tax strategies to establish overall objectives and is maintained with conscientious and consistent annual tax forecasting and mid-year tax planning.

I believe that tax planning is not just a once-a-year event, but a continuous process that demands attention and foresight throughout the year. My approach is centered around proactive tax strategies that minimize liabilities while maximizing savings. By tailoring solutions to each client’s unique circumstances, I help them achieve their financial goals while remaining fully compliant with the law.