Tax Preparation and Planning

Smiling Pair of Coffee Shop Owners

Keep More of What You Make at Tax Time

We know that tax time is probably not your favorite time of the year! We want to make it as quick and pain-free as possible for you. We can help you navigate the maze of forms, requirements, deadlines, and constantly changing tax laws so that you can be aware of the possible financial opportunities available to your circumstances.

When you hire a tax preparer, make sure they:

  • Are registered with the IRS to be eligible to prepare your returns.
  • Have attended continuing education tax courses so they know the newest year’s rules.
  • Can eFile your returns so that your refund, if any, will be returned faster.
  • Explain your return to you so that you understand what you are signing. You are ultimately responsible for your own tax return, so it’s essential that you understand it.

We help our clients with the following services:

  • Preparation and efiling of your individual, corporate, and estate tax returns at the local, state, and national levels
  • Tax planning so you can keep more of what you make
  • Representation in case you receive a tax bill or audit notice from any tax agency

Complimentary Consultation

Give us a call or email us to find out more or to set up your complimentary consultation. During this consultation, we will go over your unique situation, evaluate service options we can provide for you, answer questions about the services we provide, provide pricing estimates, and decide whether we are a good fit to work together. Unfortunately, we cannot answer specific tax or accounting questions without a signed engagement letter.