Services

Our firm offers a broad range of services for individuals and business entities. Whether you are individual or a business we begin by gaining a thorough understanding of your tax situation and goals. We prepare and file your federal and state returns and our tax professionals will identify all legitimate deductions and credits that you are entitled to. Our core services are but not limited to:

Tax Preparation: This service starts with a comprehensive discussion to determine your tax situation. When we determine a fit we collect your tax documents via a secure link and we begin preparing your return. Once it's finished and reviewed, we collect your signature and automatically e-file your return. We include:

Tax preparation and filing for business entities and individuals:

Expatriate tax

Multi-State

Amendments

Year-end review

IRS Audit representation and support

Tax research

Tax Planning: The purpose of tax planning is to identify legitimate ways to optimize you potential tax savings. Our goal is to reduce your tax liability by taking full advantage of every credit and deduction based on your goals and upcoming life events.  Some common life events include:

Going to College

Getting married

Having a baby

Changing jobs

Buying or selling a house

Retiring

Divorce

Tax and business consulting: Tax planning and tax consulting are very similar.  We have some clients that only need consulting services and they typically have more complex scenarios or tax requirements. Our tax professionals have experience in the following:

Entity selection and restructuring - we analyze your business to determine whether or not your business is best taxed as a sole proprietorship, C-Corporation, S-

Corporation or partnership.

Review and create financial statements 

Complex tax research

Business Viability analysis