Tax Services

 

Compliance

The Internal Revenue Code is long and complex, which is why we focus solely on taxation. We can evaluate your individual situation to determine the best way to file for your personal, business, trust, gift, or estate tax returns.

Having a professional prepare your return will give you confidence and security, knowing that you have received the tax breaks you deserve and filed the right documents according to the law. Many taxpayers are perfectly capable of filing on their own, but for those with a more complex financial life, even those who just have a "side gig," you should be wary of pushing 'submit' and hoping for the best.

Tax Filings:

Individual - 1040
Corporate - 1065, 1120S, 1120
Fiduciary - 1041
Estate - 706
Gift - 709
Tax-Exempt - 990

 

 

Planning

Small business owners are uniquely positioned to take advantage of tax planning. Whether it's contributing to a self-employed retirement plan for tax-deferred savings, buying new equipment for a write-off, or making a subchapter S election for its various benefits, we can work with you to create a strategy that will achieve both tax and financial goals for your business.

Individuals with investments that range from stocks and bonds to real estate and other closely held businesses have income that can fluctuate significantly from year-to-year. But with proper professional planning, you can take advantage of tax-loss harvesting, like-kind exchanges, charitable contribution of appreciated assets, and other strategies to level your income and develop a long-term strategy to reduce taxes over multiple years instead of scrambling for a quick fix each year-end.

Trust and estate planning also presents potential for tax savings and the efficient transfer of wealth from one generation to another. We work closely with you, your attorneys, and other financial advisors to make sure that this process is done in a manner that balances both a desire to reduce tax liabilities and maintain control of your wealth.