Our goal is your complete satisfaction, nothing less.
Let us guide you through a full range of tax
planning and preparation decisions with
strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your ultimate financial goals. Our expertise and experience allows us to optimize financial opportunities to be found in existing as well as recently updated tax laws.
Today's tax laws are constantly changing and credits that you may be entitled to are often overlooked. Your tax return will be electronically filed, ensuring you receive your refund as quick as possible.
During our appointment we can discuss how to adjust your payroll withholding to receive more in your paycheck each week instead of giving the governments an interest free loan.
Our firm offers estate return preparation,
both federal and state, when required.
The administration of estates and trusts can be very perplexing. Knowing the available elections, distributions rules, and filing deadlines is essential in competent administration.
As a trustee, we can help you avoid possible problems by following the trust document precisely and using experienced help in preparing the required tax return forms.
As a business owner, let us relieve your daily stress and take care of your books so you can run your business and generate profits.
We can handle your bookkeeping tasks on a monthly or quarterly basis. Each month or quarter we'll take care of the following for you:
Let us know what method is the most convenient for your business! This includes but is not limited to: phone, fax, e-mail, client portals and drop off. If a method is not listed that you would like to work by, we will accommodate you!
Our services include:
Nothing is more worrisome than receiving a notice from the IRS or state governing agency. Be assured that you do not have to face this alone. Audits can lead to cumbersome penalties if not addressed or handled properly. Regardless of your reason for receiving an IRS or state audit notice, let us represent your best interests while staying within the legal boundaries. In the event of an audit, you will have the peace of mind knowing that you are in trusted hands and we will work with you to collect any requested information, as well as communicate with the authorities on your behalf.
If you are looking for professional services that are not listed above
please feel free to contact our office and our staff can accommodate you!
Please be advised that the IRS is extremely backlogged in regards to processing tax returns & issuing refunds this year.
You may use the "Where’s My Refund" tool below or on the IRS website to track your refund. If you filed electronically and received an acknowledgement, you do not need to take any further action. Due to Covid-19 and being overwhelmed, it can take 90-120 days longer to receive your refund.
Please do not call the office regarding this matter.