tax planning and preparation

By studying current and new tax laws, we identify key tax planning opportunities that minimize both your current and future tax liabilities.

Tax preparation

Whether we like it or not, today’s tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits that can save you hundreds, or even thousands of dollars. Even if you use a computer software program there’s no substitute for the assistance of an experienced tax professional.


Here’s what we offer…


Your tax return will be checked and rechecked by our experienced CPA's and Enrolled Agent identify money-saving deductions and potential problems that may catch the attention of the IRS .


Your tax return can be filed electronically for free so that you can get your refund quickly. Refunds can be directly deposited into a bank account in as quickly as one-two weeks. We will show you potential tax deductions to limit your tax liability for the next year.

Tax Planning

Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income. We may be able to reduce taxes on your income, retirement distributions, investments, gifts, or estates.


Remember, we work for you and not the IRS. Our clients save many times our fee in reduced tax liability through careful planning and legitimate tax strategies. 

Tax authority representation

Nothing strikes fear in the hearts of people more than receiving an IRS audit letter in the mail. Audits are extraordinarily time consuming and can cost tax payers large sums of money. IRS Auditors are trained to extract information from you to support their position and charge you more tax and penalties.


Avoid the stress of dealing with the IRS. We will represent you before the IRS, so you don’t have to. We handle it all for you so that you come out of the audit as advantageously as possible.