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TAX

A lot can change in 365 days.

If you talk to your accountant once a year, you could be missing out on opportunities. From strategic planning to reducing your tax liability, we believe that a relationship with our clients leads to better outcomes when we prepare your tax return.

 

As you reach major life milestones or challenges throughout the year, we can promise you one thing: you won’t face them alone. Our team of trusted business advisors has seen it all. We are here for you all year to help you achieve your personal and business financial goals. 

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Spend an hour with us and leave feeling reassured. 

Tax Services

Accurate tax preparation can not only save you money, but our tax services can help you learn how to manage your finances for upcoming years effectively.

 

One of our many priorities is to enhance our understanding of the current tax law, complex tax code, and new tax regulations by staying up to date with Continuing Professional Education (CPE) training and webinars to not only maintain our Certified Public Accountant credential, but to provide the most effective tax solutions to minimize your tax burden, and offer quality advisory recommendations. 

  • Tax Preparation

    • Multi-State Returns and Filing Requirements

  • Tax Planning

    • Estate and Gift Tax Planning

    •  Sales Tax Services

  • Tax Compliance

  • Tax Problems

You may have heard the saying, "there’s no such thing as a free lunch." By taking advantage of your employer’s cafeteria plan (also known as a Section 125 plan), it's like getting free money by using these pre-tax plans to pay for things like dependent care expenses and out of pocket medical expenses.

Accurate tax preparation can not only save you money, but our tax services can help you learn how to manage your finances for upcoming years effectively. 
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Comprehensive financial services tailored to your personal needs to give you confidence for today and generations to come.