Whether you are an individual, corporation, LLC, trust, or partnership, we can accommodate your needs for tax preparation and planning. We view our relationship with you as an ongoing partnership and strive to provide you with quality, up-to-date tax return preparation and advice. We keep abreast of current tax laws throughout the year to minimize your tax liabilities and to maximize your future opportunities.

Many of our clients live and/or work in other states. We have 30 years of experience in multi-state income tax issues and are familiar with almost any state’s income tax laws. Therefore, we have the resources and expertise to properly navigate the income tax laws applicable to your tax situation.

Since we are also a wealth management firm, we are uniquely positioned to facilitate minimizing your taxes by utilizing sophisticated retirement plans. Since retirement plan laws are permanently intertwined with income tax law, it takes both a good preparer and a RFC® to properly advise clients. You will not have to coordinate discussions between you, your financial advisor, and your tax preparer. We have all of these resources in house. We are up to speed on your full financial picture, which allows us to be more pro-active and responsive compared to having to deal with multiple firms for one issue. This is how we are able to offer superior service and take advantage of financial/wealth management opportunities.

Visit our wealth management page to learn more.