Tax Services & Solutions Tailored to Fit Your Needs

 

Get strategic advice and support to navigate the complex tax landscape.  Responsible, accurate and effective tax planning can ensure you stay in compliance with tax laws and regulations to support the growth of your business.  We provide extensive experience and reliable technical guidance to maximize your tax savings and our tax team's industry knowledge will address a full range of your tax concerns, delivering comprehensive tax services to support individual, business and non-profit organizations of every size.

 

Tax Services for Individuals

Effective tax preparation and planning can help you to minimize your future tax liability.  We can help you proactively manage your personal tax issues, including understanding how upcoming life opportunities or tax changes can impact your tax status and vice versa.  Not all tax planning opportunities are readily apparent.  By having us on your team, you are more likely to benefit from those opportunities.  We understand how the latest federal, state and local tax legislation and other developments effect you and we are constantly identifying new ways to reduce federal, state and local tax liabilities.

 

Tax Services for Your Business

A lot of hard work has gone into building your business that includes years of effort and commitment.  We share that same passion and hard work to help you achieve your business and personal goals at each stage from startup to exit strategies.

  • Tax preparation
  • Year round tax planning
  • Review tax return for self-filing
  • IRS and State audit representation
  • Creation of Entities: LLC, PLLC, LLP, C-Corp and S-Corp
  • BOI Filing

 

Business Consulting

As a truce business partner, we are available to help you deal with any business problem or opportunity.  We stand ready to engage in business consulting projects that help you make the right decisions for the future of your business.  Whether you face questions related to expanding, selling or restructuring your business, we have the necessary acumen and analytical capabilities to help you  make the right decisions.  

 

Business Entity Selection

The business entity - LLP, LLC, PLLC, sole proprietorship, partnership, corporation, etc. - that you select for your business has enormous financial and tax implications.  It is important that you make the right decision.  We can explain each choice and its implications.  As your business grows and changes, the type of business entity you choose may need to change also.

IRS Audit

An IRS audit can be an intimidating and complex process.  If you or your business face an IRS audit, we can bring to bear years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities.  Our tax professionals bring to the table experience as former IRS employees, advanced degrees in taxation and current IRS Enrolled Agent certifications.

Bookkeeping and Payroll Services

If you business doesn't currently have an accounting staff or if you business is outgrowing its current bookkeeping system, we can provide comprehensive bookkeeping and payroll services to ensure the smooth operation of the financial side of your business.  As your business grows and changes, we can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs.