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Tax Preparation

You provide the documents, and we minimize your taxes as much as possible!

For – Individuals, Trusts, Small Businesses (Sole Proprietor, LLC, Partnership, S Corporation, C Corporation)

What – Preparation of annual tax returns.

When – Annually or amendments as required in response to tax law changes or oversights in prior years.

Why – In order to minimize both Federal and State income tax liability by staying current with tax filing and estimated payment obligations.

We model and predict future taxes to help you make more informed decisions.

For – Individuals, Trusts, Small Businesses (Sole Proprietor, LLC, Partnership, S Corporation, C Corporation)

What – Review your prior year, current, and estimated future activity to provide recommendations – including modeling hypothetical tax scenarios.

When – During annual tax preparation, in response to business development or proposal, or more frequently as conditions warrant.

Why – In order to minimize both Federal and State income tax liability.

Let us take care of your payroll and sales tax reporting to enable you to better focus on your business.

For – Small Businesses (Sole Proprietor, LLC, Partnership, S Corporation, C Corporation)

What – Complete payroll and sales tax reporting.

When – Monthly or as desired.

Why – To ensure accurate and consistent reporting.

Know your numbers! We present your finances in an easy to understand format.

For – Small Businesses (Sole Proprietor, LLC, Partnership, S Corporation, C Corporation)

What – Present business data in an actionable form.

When – Monthly, or as desired.

Why – To empower you to make more effective business decisions.

Request a free consultation to get started!