Services
If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.
We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.
- Tax Return Preparation
- Personal & Small Business Tax Planning
- Small Business Compliance Consulting
- Audit and Collections Representation
Tax Return Preparation
Preparing an accurate tax return is often harder than it looks (and harder than the do-it-yourself product ads make it seem). Many self-prepared tax returns contain errors that can result in notices or simply paying too much tax. Even if you don’t get a notice right away, “not caught” is not the same as “accurately filed.” We will ensure that you qualify for all credits taken and help you to maintain the records necessary for substantiating your credits and deductions. While there are no true guarantees in tax, our process helps to ensure that answering notices or responding to an examination will be much easier and more likely to come out in your favor.
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Personal & Small Business Tax Planning
Effective tax planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities affect 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 affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.
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Small Business Compliance Consulting
As a true and trusted business partner, we are available to help ensure your business remains in compliance with local, state, and federal requirements. We stand ready to engage in business consulting projects to help you make the right decisions for the future of your business. Whether you face questions related to opening, expanding, selling, or restructuring your business, we have the necessary knowledge and analytical capabilities to help you make the right decisions.
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Audit & Collections Representation
To ensure that I can meet the needs of my return preparation clients, I only accept a limited amount of audit and/or collections representation each year and I do not initiate this work during tax season (January through April). If you are being audited or if you have an IRS collections matter, feel free to book a discovery call to see if I can represent you or refer you to a colleague who specializes in representation issues.