TAXES & PLANNING

Tax regulations have never been more complicated. Our experienced professional CPAs are accessible and committed to helping you address your tax return needs.

Our goal is to simplify the tax return process so that you can focus on other activities in your life. Our tax preparers have spent decades serving individual and family clients with detailed and complex tax issues. So whatever your situation, we are interested in working with you to address your issue and help you solve it.

Contact us today to control your taxes and start planning for the future.

We provide a full range of tax related services including:

  • Preparation of individual and state income tax returns we can prepare returns for any state
  • Preparation of gift tax returns – Form 709
  • Preparation of estate tax returns – Form 706
  • Tax projections to help manage cash flow, make estimated tax payments, and Identify planning opportunities
  • Education and charitable gift planning
  • Effective use of tax credits such as child care credits, retirement credits, education credits, etc.
  • Representation before the IRS and/or state in case of an audit.
  • Contact us today to control your taxes and start planning for the future.