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Focused on YOU!


Minimizing Liabilities with Proactive Tax Services

We know one of your top priorities is paying less tax. This is best achieved through comprehensive tax planning. We work with you throughout the year to develop a custom tax plan with tax-saving strategies that are tailored to your unique situation. All too often, we are contacted by our clients after a transaction has occurred, leaving little, if any, opportunity to properly plan for and fully understand the impact of their decisions. As your trusted advisor, we consider the tax implications of your decisions before you are committed to a plan of action—minimizing liabilities and freeing capital to re-invest or take advantage of future opportunities.

We are diligent about keeping up-to-date on the changing tax laws that affect you, and are committed examining all the tax-saving opportunities available to you—while remaining in full compliance with IRS statutes. Our experienced professionals excel at tax preparation for individuals, sole proprietors, partnerships, corporations, LLCs, and non-profits.

We will proactively assist you and help you understand how your tax situation will be impacted by decisions like:

  • Selling your home or business
  • Exchanging your investment holdings, such as selling one mutual fund to purchase another
  • Funding a regular individual retirement account (IRA) vs. a Roth IRA (and which type of account you are qualified to fund)
  • Withdrawing funds from your retirement account and determining if you are subject to an early withdrawal penalty
  • Funding or using educational savings accounts for you or your children's education

To make the tax process as convenient and pain-free as possible, we offer our clients 24/7 access to all of their tax information via a secure portal on our web site. Login any time to review the documents electronically and track the progress of your e-filed return.

Certified QuickBooks Expertise

We provide added value to our clients by offering QuickBooks expertise. Our QuickBooks ProAdvisor certifications ensure that we can effectively guide you on system setup, navigation and features…as well as ensure that you maximize the power of the system to keep your books in order.


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