Apps

Tax time doesn't have to be stressful and expensive

Our modern process

Our filing process provides a seamless digital experience from gathering your tax documents to filing your return electronically.

Compliance and preparation

Maximize your tax situation and avoid expensive penalties with people you can trust year-in and year-out.

Tax support tailored for you

Let our team be your tax expert so you don't have to be. Our expert CPAs prepare, review and file your tax returns to keep you compliant and help you get the best refund.

Year-round availability

We're here all year to help you make the best tax decisions. Schedule a one-on-one conversation via phone, video call or in person.

 
collaborating with clients

Low Tax Solutions

Business

 
Includes:
  • Planning - Entity selection and tax mitigation and reduction. Accounting methods and solutions
  • Federal and all state income apportionment and tax return preparation.
  • Secure 24/7 communications and file transfer ability and access to your records and returns copies.
  • Preparation of annual reports, license and property tax returns.
  • Accounting – Full-service bookkeeping, or periodic write-up, or periodic review and accounting corrections.
  • Payroll – Full service or after the fact.
  • Consistent, reliable and responsive service.
  • Tax strategy consultations as, and when needed.

Individual

 
  • Planning – Creative low tax solutions with a financial planning perspective.
  • Preparation of all federal and state income tax returns and tax credits.
  • Secure 24/7 communications and file transfer ability and access to your records and returns copies.
  • Short and long-term planning for enhanced tax results.
  • Stock option tracking, planning and tax reporting.
  • Household payroll.
  • Consistent, reliable and responsive service.
  • Tax strategy consultations as, and when needed.

Trusts

 
  • Planning - Creative low tax solutions for both estate and Income tax results.
  • Preparation of all federal and state income tax returns.
  • Secure 24/7 communications and file transfer ability and access to your records and returns copies.
  • Short and long-term planning for enhanced tax results
  • Accounting – Full-service bookkeeping or write-up, probate and custodial Accountings.
  • Household payroll.
  • Consistent, reliable and responsive service.
  • Tax strategy consultations as, and when needed.