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Our goal is to "Make Your Taxes Less Taxing" through a variety of the following 6 Services.

1. Tax Preparation

1. Individual Federal Tax Return
2. State Tax Returns - (All States)
3. Part Year State Returns     
4. Resident & Non-Resident State
5. Business, Corporate, Partnership
6. Gift & Estate Tax Returns
7. Amended Federal & State
8. Prior Year Federal & State

2. IRS Audit Representation

An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, we can bring to bear years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities.

3. Estate & Trust Tax Prep

Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. We can help you to structure your estate and trusts to minimize taxes and ensure the smooth transition to your heirs. We are available to handle all Estate and Trust Tax-related matters.

4. Tax Planning

Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.

5. Business Entity Selection

The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.

6. Notary Services
(Effective 10/2/20)

Our office offers a full range of Notary Services which include all legal documents. 

Examples include Last Will and Testament, Trusts, Powers of Attorney,  Advanced Health Care Directives, Annulments, Divorces, Guardianship, Adoptions, Title Transfers, Traffic Court, Promissory Notes, 1st & 2nd Mortgages, Refinances, Deed of Trust, DBA/Trade Name, Contracts