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Taxes

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Tax support tailored to your needs

Tax season doesn’t have to be stressful when you work with our team. Our filing process offers a seamless digital experience—from gathering your tax documents to filing your return electronically.

  • Personalized—Because every client is different, we examine appropriate deductions and consider your unique situation to help minimize your tax burden.
  • Convenient— From initial collection of tax documents to filing, we provide a seamless digital experience.
  • Year-round support—We are available throughout the year to help you make smart tax decisions and put a sound, strategic tax plan in place.

Business

  • 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 tax 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.