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Tax Preparation & Planning

Tax Preparation and Planning Services

Whether your tax situation is simple or complex, personal or business, our firm can help provide the compliance and consulting solutions you need. Timely and accurate information is needed to properly prepare your tax return.  There are many things you and your business can do to minimize a tax burden, but none so effective as planning. We bring to you a variety of experience in planning and preparation of personal and business returns. Each year brings new tax legislation that can impact you and we focus our continuing education on how we can best meet your needs and ensure we are constantly "in the know".

Tax planning is not a one-time event. Continuous, year-round planning is the best way to ensure the best possible financial and tax positions for you. We can help you any time you have a significant event, such as starting a new business, buying a home or getting ready for retirement.

Our services include:

♦ Individual tax return preparation
♦ Business tax return preparation
♦ Tax planning
♦ Retirement and distribution analysis
♦ Family and business succession planning
♦ Estate planning
♦ Executive compensation
♦ Real estate and other capital transactions
♦ IRS audit representation
♦ Multi-state income tax compliance

Take a proactive approach to managing your tax liability! Contact us today for a free consultation.