Services
Tax Compliance
Federal and state tax laws are constantly evolving. It's stressful to deal with and can be time consuming. Our team has experience filing for both individuals and businesses across several industries, in all 50 states and jurisdictions. We adhere to ethical standards, and constantly monitor legislative changes to ensure your tax returns are filed timely and accurately.
Monthly Bookkeeping
All business owners need to understand their cash flow. Consistently monitoring business performance helps owners manage their business effectively and make strategic decisions on future growth. When you have accurate and timely bookkeeping, it makes it much simpler to file your tax return and will certainly keep your business compliant and save you money!
Strategic Tax Planning
Everyone has a different financial situation. While some are funding retirement, others are taking (RMDs), receiving stock options, or managing rental properties. These are common items that can influence your tax bracket and change your tax situation. Effective tax planning will reduce your overall tax burden and ensure there are no surprises when it's time to file your tax return.
Dealing with a tax notice from the IRS or state department of revenue? Are you facing an audit, wage garnishment, or lien? We're able to represent taxpayers before the IRS and frequently do so for our clients. Our team specializes in these issues and pride ourselves on being discrete, affordable, and efficient. Let us guide you toward the best resolution for your tax issue.