Client-Centered Tax and Accounting Services
Make confident, informed decisions so you can maximize your wealth and focus on the things that are most important.
• Individuals
• Businesses
• Trusts
The tax system is complex and constantly changing.
As an executive, professional, or entrepreneur, it’s hard to know if you’re doing the right things with your money. We believe that small business owners and individuals can navigate the complexities and challenges of the tax system with a trustworthy and experienced accountant by their side.
Learn about our services
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We work with our clients to understand their businesses and their goals so that we can assist in choosing the appropriate structure, understand available tax planning strategies and point to areas of improvement. Business services vary depending on the needs of our clients and can include limited accounting services, tax and business planning, tax return preparation, audit representation, sales and use tax filings, business property tax filings, and 1099 preparation.
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Individual services are based on personal need and circumstance. Individual planning might include estimate or withholding analysis, retirement planning, dependent and filing status considerations, and investment analysis. Individual services may include tax preparation services, past due filings, amended returns, audit representation, foreign reporting, and 1031 exchanges.
Individual tax planning and preparation are often in conjunction with business planning and can include calculation of home office deductions, Qualified Business Income deductions, rental analysis, business credits, distribution and basis analysis.
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Trusts have unique reporting requirements that require specialized skills. As a trustee and fiduciary, you have certain responsibilities that can be challenging at times.
Taking advantage of our experience can help support you in understanding and meeting your fiduciary responsibilities and navigating the complexities of managing a trust. We provide trust services including tax planning and tax preparation, which enables you to focus on other fiduciary obligations.
Your Tax Partner
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Schedule a 30- min consultation
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Gain access to a year-round tax partner
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Make informed decisions and enjoy the benefits of your wealth
Manage Risk & Plan for Your Future
We help professionals, executives, and entrepreneurs who wonder if they’re doing the right things with their income and earnings experience peace-of-mind and make informed decisions regarding their tax liabilities and financial goals. Our solution is goal-oriented with a focused, hands-on approach alongside an experienced and caring partner. We help clients manage risk and stay in compliance, while meeting goals and planning for the future.