• Business tax consulting, including multi-state taxation

• Individual tax services, including mutli-state taxation

• Tax planning 

• Federal Tax Preparation - IRS representation

• State and local tax representation

• Tax reduction and asset protection strategies - For business owners

• Cost segregation study - Increase the current depreciation expense on your building.

• Click here for individual tax rates and info for tax year 2007.

• Click here for energy related tax credits that are available.

Any federal or state tax return(s) that we prepare for individuals can be E-Filed for a small additional fee to ensure that your returns are received and properly filed. Refunds from E-Filed returns are generally deposited within two weeks (sometimes sooner) of acceptance by the IRS and your state(s). We prepare over 25 different state tax returns each year and can prepare a return for any state you require. Click here for Federal tax returns. Click here for State tax returns.

We know you want to get your taxes completed and filed as quickly as possible. That's why we provide state and federal tax preparation services for individuals, families, trusts and estates, and all business entities.

We do our best to give you the lowest tax bill legally possible by assessing your specific tax preparation needs. We find all the credits and deductions you're entitled to. We're fully computer-automated and use the profession's top recognized software to assist in tax preparation.

Schedule an appointment or simply stop by our office. Whether you are new to the workforce or just retired, working part-time or full-time, we provide the tax help for your specific needs. We handle all out-of-state returns. We have helped non-profits and not-for-profits. We have worked with clients involved in the divorce process to assist in identifying and resolving property and support issues.

If you are unsure of how to complete your tax return, have questions, or just want to make sure you claim all the deductions and credits you are allowed by law, please contact us to get the tax help that's right for you.

Contact us today to assist with your tax planning needs.

• Identify your estimated current tax situation for the year.
• Analyze opportunities available to reduce your taxes for the year.  These include current tax law changes, retirement plan analysis, estimated income tax payments, additional deductions you may have overlooked, alternative minimum tax, tax reduction and asset protection strategies.
• Analyze your accounting records for the period. Notify you of necessary adjustments to correct your records. A mis-posting in your accounting records can greatly effect your correct net income!
• Identify the dollar amount of your tax savings and assist you in implementing any necessary changes. 
• The business tax plan and analysis flows with the individual tax planning. These are prepared simultaneously for business owners with flow-through entities (S Corporation and partnership taxation).
• We can include the Business Analysis to provide you mid-year consulting with your tax plan.

• Entity structure and perform a comparative analysis on tax savings opportunities for various entities.
• Buy-sell agreements - Types of agreements, funding methods, effect of insurance.
• Estate planning issues.
• Asset protection issues and strategies.
• Succession planning.

• Estimated income taxes for federal and state taxes - Avoid penalties for underestimated taxes.
• Retirement plan alternatives.
• Investment tax credits - Annual tax credits up to 10% of your investment.
• Alternative minimum tax analysis.
• Withholding analysis.

These services include:

• Audit representation with the IRS, state department of revenue, insurance policy audits and sales tax audits.
• Resolution of payroll tax penalties and notices.
• Offer-in-compromise for outstanding taxes. We have saved individual clients tens of thousands of dollars each through this program. We can evaluate your situation to determine if this is an option worth pursuing.

      Access the 2007 Tax Year Client Organizer

Federal Income Tax Preparation

State Income Tax Preparation