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Tax Planning & Preparation

Experienced Tax Strategists Working for You

We know one of your top priorities is paying less in taxes. This is best achieved through comprehensive tax planning. Whether you’re an individual or corporation, we can accommodate your needs. We work with you throughout the year to develop a customized plan with tax-saving strategies that are tailored to your unique situation. Our personal, one-on-one service and expert tax return preparation and advice will give you peace of mind, knowing that your tax return is in capable hands.

We are diligent about remaining up-to-date on the changing tax laws and will examine all of the tax-saving opportunities available to you. We are committed to minimizing your tax liabilities and maximizing your future opportunities—while remaining in full compliance with IRS statutes.


IRS Representation

We also provide expert IRS representation services because we understand that few things evoke more fear than receiving a notice from the IRS. We act as your representative in front of state and federal agencies to help resolve your issue in a timely manner with as little stress as possible. Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide you through your situation with ease and expertise.


In three easy steps, our team can help you
find your path to a sustainable, profitable business
and more individual freedom.

 

Put your focus back on your business by handing your accounting work over to our firm. When you outsource your accounting function to us, you get a team of professionals working for you. We handle your complex tax and accounting work while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.

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 Our Specialties

Funeral Home Owners

Because our team is experienced serving funeral home owners, we have an intimate knowledge of your day-to-day operations and understand what you need out of an accounting advisor. Our comprehensive approach means...

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Construction

We know the challenges that you face within the industry, such as increasing costs and competition, and have years of experience helping businesses like yours overcome these obstacles. We’ve worked with all types of construction professionals...

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Attorneys

Our firm specializes in serving the accounting, tax and financial management needs of law firms, lawyers, attorneys and all types of legal practices. We help legal firms...

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Beer Distributors

We understand the difficult balance of managing your business and delivering high-quality customer service while also managing complex accounting tasks. Our skilled professionals are experts in...

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