Services

Tax Preparation

Income Tax preparation can be intimidating without someone to help walk you through the process. Important deductions and credits can be easily overlooked even when using a simple computer software program. There is simply no substitute for and experienced tax professional!

What to expect:

  • We will prepare, check and recheck your return, using software to identify potential problems which the IRS may look more closely at. We will also review the math to limit IRS contacts.
  • You wouldn’t give the IRS and interest free loan for 16 months? We will show you how to get more money back each week by making adjustments to your payroll withholding.
  • As well as pointing out key deductions, we will tell you what deductions to look for next year.

Wondering Where to Start with Bookkeeping?

We understand it can be difficult to maintain your books. We can help by preparing your bookkeeping for the year and a full Schedule C, as well as your personal income tax return. Then we can set up an easy system that will help you keep your books looking their best next year.

Tax Planning

You can use planning to successfully and legally reduce your tax liability. By proactively recommending tax saving strategies, we can maximize your after-tax income. We are constantly researching and attending tax seminars to further advance our knowledge of current tax law, complex tax code, and new tax regulations.

Tax Saving Strategies

  • Keep money now and pay less taxes later by deferring income.
  • Shift income or expenses from one year to another, so that they will be taxed at a lower rate.
  • Reduce taxes on your income, allowing you to keep more of what you have earned.
  • Lower taxes on gifts, so you can give more.
  • Strategize your investments to produce income that is tax exempt from either federal or state taxes or both.
  • Grow your wealth faster, with fewer taxes on your investments.
  • Using investment choices such as pension plans, contributions and other similar plans, we can help defer tax liabilities.

Using strategic planning and legitimate tax strategies, our clients will save many times the reduced tax liability fee. We work for you and with you to make your dollar go farther!