Services
If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters look no further. We are your trusted partner in success. We offer a range of professional services at a fair price while giving you the individual attention you deserve. We will thoroughly and conscientiously study your personal situation and tailor our advice to meet your specific needs.
Tax Preparation & Planning
Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your small business tax issues, including understanding how upcoming small business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal and state tax legislation and other developments affect you and your small business and we are constantly identifying new ways to reduce federal and state tax liabilities.
Tax Ramifications of Retirement
Retirement planning is critical in these uncertain times. Whether you are just beginning to consider your retirement or are very near retirement we can help you make the transition easier. Our focus is on helping you understand how retirement income, including social security income, impacts your tax return.
Rental Property Ownership
Whether you own student housing, rent your home or a room in your home or have a vacation rental we can help you navigate the reporting of your property. Our goal is to help you understand what you must keep track of while maximizing allowable deductions.
Estate & Trust Tax Preparation
Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. We can work with your legal counsel to help you to structure your estate and trusts to minimize taxes and ensure the smooth transition to your heirs. We are available to handle most estate and trust tax-related matters.
Year-Round Availability
Life happens year-round, not just during tax season. Our office is open all year to answer any questions or to guide you when you find yourself in an unexpected situation. You can count on us throughout the year.