Tax Services

While most accounting firms only concern themselves with the return, our philosophy is to take a proactive approach and focus on tax and business planning throughout the year so there will be no surprises come tax time. We do this by meeting with our business clients on a quarterly basis to identify relevant tax planning opportunities that will help minimize your current and future tax liabilities and help you make informed business decisions while maximizing your profitability.

Our firm not only provides comprehensive federal, state, and local tax services; we take the time to understand your business so we can anticipate your needs and help you reach your financial goals. Our professionals are accessible and committed to watching over your financial future. We understand your need for trustworthy, reliable advice and will work tirelessly to help you achieve your financial goals.

Our tax services include:

  • Business acquisitions and dispositions
  • Educational planning
  • Estate, gift, trust, and charitable consulting
  • Guidance on proper business structure & incorporation
  • Sales and use tax
  • Tax accounting and tax compliance
  • Tax authority representation, problem resolution, and audits
  • Tax planning and return preparation for corporations, partnerships, individuals, trusts, estates and exempt organizations


To find out more or to schedule an appointment, or contact us today at one of our local offices.

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