Accounting and Tax

Accounting and Tax

Our Accounting and Tax practice has helped an innumerable cross section of organizations to PLAN effectively to minimize tax liability and maximize their BUDGET. We view our relationships with our clients as ongoing partnerships, and we pledge to provide quality, up-to-date tax return preparation and advice. Whatever your tax planning and preparation needs—whether you are an individual with a closely held business, sole proprietor, or you operate a multi-tiered corporation or partnership, we will help you SUCCEED.

Our dedication to you doesn’t stop after April 15. All through the year, we keep up-to-date on current tax laws to minimize your tax liabilities and to maximize your future opportunities.

Individuals: High net worth individuals, retirees, business owners and investors
Trusts and Estates: Family Foundations, Irrevocable Trusts, Insurance Trust, Marital Trusts, Generation-Skipping Trusts, and Gift Tax Filing
Sole Proprietors: Independent Contractors, Landscapers, Tutoring, and Housekeeping Services
Partnerships: Legal Firms, Real Estate, Creative Firms, and Medical Organizations
Multi-Tiered Corporations: Manufacturing, Consulting Firms, Engineering, Construction and Retail

MENU OF TAX AND ACCOUNTING SERVICES:

• Income Tax Preparation
• Business Tax Planning
• Estate Tax Planning
• Oil, Gas and Energy Tax Services
• QuickBooks Advisor Services
• Financial Statements
• Captive Insurance Planning
• Business Entity Selection
• Financial Projections
• Section 1031 exchanges