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:
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.
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.
For many business owners, September tends to bring a bit of a slowdown. The chaos of getting kids prepared for going back to school has passed, and a focus on saving money tends to kick in as people prepare for the coming holiday spend. Combined, this can often translate into a lull for business owners.
This is a friendly reminder that the Q3 tax estimate payment deadline is coming up fast. Be sure to make your payment by September 15, 2018 to avoid penalties. Currently, penalties for late or no payment average about 4 percent. And wouldn’t you rather keep that money in your pocket?
According to new rules from the Tax Cuts & Jobs Act, meals and entertainment tax-deductible expenses for businesses have undergone considerable reform. Because the explanations of new deduction guidelines can be confusing, we’ve created this brief outline for you. A visit with your accounting professional to ensure your Chart of Accounts is correct may also be beneficial.