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Tax Planning and Preparation

Being proactive and in constant communication with clients is the key to providing the best tax and financial consulting service. Managing any business is really about managing the relationships. Our commitment to clients is based on the highest professional standards. We anticipate and surpass their expectations. We always have their best interest in mind and work with them to help them achieve their goals.

Our tax services include:

Strategic Tax Planning
A proactive approach to evaluating current operations and finances in order to structure an overall tax minimization plan.

Transaction Structuring
An evaluation of anticipated transactions to provide recommendations on tax efficient alternatives.

Financial Consulting & Planning
Services include general business planning, retirement planning, education & goal funding, budgeting, estate plan consulting and more.

Tax Return Preparation
Includes preparation of corporation, partnership & LLC, individual, ficuciary, and other business tax returns.

Tax Audit Representation
Full service tax representation before the IRS or state taxing authorities. Includes responding to tax inquiries and other tax notices.