We offer tax preparation and planning to clients for Federal, State and Locality income tax, and other tax areas, including sales tax, gross receipts tax, franchise tax and more. Our specialties include preparing tax returns for:
• Estate and Trusts
• Limited Liability Companies
• Not for Profits
• Tax Exempt
• S Corporations
Our primary objective is to minimize a client’s overall tax burden whenever and wherever legally possible. Our tax services are directed primarily toward constructive tax planning beginning early in the year and maintaining close contact with our clients throughout the year.
Our mission is to help others manage their finances and businesses wisely, and to be an asset to our community by being a good corporate citizen supporting local churches, charities, and cultural institutions. As our clients and community grow and prosper, so do we.
Our team of accounting professionals provide a wide range of services to meet the needs of business owners as well as the individual tax client. Our teams diverse professional backgrounds enable us to address the complexities and issues facing our clients. We realize that all clients are different and we work with our clients to tailor our services to their needs.
We try to take a proactive vs. reactive approach to tax services. We continue our education throughout the year to enable us to keep current on new tax laws and legislation. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year.