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