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Taxes

Offering a robust line of products

to meet your personal and business needs

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.