Tax Planning & Preparation

Our experienced tax advisors are here to ensure that your income tax filing is done properly and with due care. We have the ability to match the appropriate staff to accommodate the level of difficulty your project demands.

Our Philosophy

Our philosophy is based on planning. We believe that preparing tax returns is much less valuable that the planning that can be done to understand and control your tax consequences.

Planning is Priceless

Our clients are encouraged to participate in tax planning meetings to identify opportunities that can minimize taxes as well as take the element of surprise away. We don’t believe April 15th needs to be the day you find out what your tax consequence is.

Our Specialties

Our specialties include Corporate taxes (including S-Corporations), Limited Liability Companies (LLC’s), Limited Liability Partnerships (LLP’s), Individuals (including sole-proprietors and rental property owners) and Trusts. Industry specialties include Medical and Dental practices, retail, and real estate.