Tax Preparation

Accurate and timely filing of federal and state tax returns.
  • Tax filing for individuals and business entities, including C-Corps, S-Corps, partnerships / LLCs, estates, and trusts
  • Thorough review of all available deductions and credits to ensure you can minimize your tax owed
  • Assistance with gift taxes
  • E-filing to ensure you receive your refund faster

Tax Planning

  • Personalized tax saving strategies to help you minimize your tax over the long-term
  • Detailed analysis of income and expenses to help you take advantage of years with lower tax rates
  • Analysis of estates and trusts to help you accurately plan and reduce your tax bill
  • Assistance with tax planning for stock options
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