Tax Services

Taxes are not just a seasonal business.  We are open all year round!!! We continually monitor federal and state tax authorities for developments in the tax code.  We will listen to where you have been and where you want to go with your tax objectives. We will make it our goal to know our clients inside and out.  Continual preparation with frequent conversations all year long put us in a unique situation, separating us from rest of the seasonal crowd.


The foundation to minimizing taxes and avoiding penalties is planning. Not your average everyday kind of planning, but planning by using a proprietary, ten-year tax scenario to plan for the future. Knowing how the tax laws apply to you or your business is just the beginning; equally important is having a clear understanding of your goals and objectives. This will open new doors of opportunities and fresh ideas.


We use responsible and resourceful matters, but understand clients are looking for options to minimize their tax obligations.  This is not the firm that you simply “drop off your papers to”, with the hope of getting your taxes back in 2-3 weeks with no explanation.  All services will receive a pre-engagement meeting and a formal tax wrap up. We will not rest until you have a full and complete understanding of your tax situation.


Our tax services include:


  • Preparation of individual & all business tax returns

  • Exit planning

  • Estate planning

  • Transactional planning

  • Entity selection

  • Multi State Sales Tax, Nexus reviews

  • We can e-file the complete suite of W2, W-3, 941, 1098’s, 1099’s, and 1096.