Tax Planning & Preparation

We offer tax planning ideas for current and future tax issues. Whether you have W-2 income or own a business, we can assist you in tax saving strategies. In addition, we prepare individual, corporate, partnership, LLC, fiduciary, estate, gift, and information returns. Preparation of federal and state tax returns is the core of our tax services.


Selling investment property has some great planning opportunities by doing a 1031 like-kind tax deferred exchange. We work with you, your realtor and the facilitator to make sure the transaction meets the rules established by the IRS. In addition, we can help you analyze your current rental property or a potential acquisition.

IRS & Social Security Problems

Correspondence from any of the taxing authorities is confusing and frustrating. We can assist you in working through these difficult problems. Whether you have a tax audit, penalty assessment, installment agreement or encounter problems with Social Security benefits, we can help. Start Social Security at the right time for you.

Business Problem Solving

Starting a new business or managing your existing business can bring new challenges every day. We can help you choose the proper form of business structure, assist in establishing a business plan, analyze your financial statements, and help you as the “controller” or your business. Let’s succeed together.

Recordkeeping & Reports

Your business records are an important part of a successful operation. We can assist you in designing systems to help you keep adequate records and in the preparation of agency reports. Proper recordkeeping and reports can help expand your business, minimize your tax burden, and keep you focused on being the expert of your industry.

Business Advisory Services

A second opinion can be helpful when you have problems to solve. We can assist you in reviewing a variety of issues from tax liabilities to IRS notices to analyzing your business operations. We can assist you in managing the complex world of business taxes so that you can focus your energy on running your business.

Ready to talk?

Schedule your appointment today