Prepare all required federal, state, and local income tax filings. Streamlined data gathering process to minimize time required by you.
Review income tax filings and current activities to identify tax minimization opportunities/strategies.
Represent you before the IRS and state authorities on any tax dispute issues.
Assist with helping you understand every step of the process and provide experienced guidance and support as needed. We prepare all necessary estate and trust income tax filings required by IRS and state authorities.
Understand your goals and tailor a plan that achieves the results you desire. We provide strategies and options with understandable examples that help you decide on the wealth retention/wealth transfer scenario that is right for you. Federal Form 706 and federal Form 1041.
Manage some or all of the financial affairs for a company, individual, or family. Examples include maintaining financial records of expenses/income of various entrepreneurial or philanthropic ventures, bill payment, cash flow management, entity structuring for tax minimization, etc.
You are working hard to obtain a level of financial security that meets your needs.
Our goal is to understand what your goals, dreams, and plans are and then identify how to achieve those objectives tax efficiently.
We provide suggestions and real-life examples of tax-saving scenarios that can help you. We are willing to take the time to help you understand the complex tax rules so you can make educated decisions that affect your business and personal life.
Do you have any questions about one or more of the services listed here? Please give us a call for a free consultation. We would be happy to put together a professional proposal to demonstrate how our team of tax professionals can cost effectively meet your financial and tax needs.
