Tax Services

We work primarily with small business owners who want proactive advice that will help them minimize taxes, save for retirement, care for their employees, and eventually help with the sale of their business. We also work with individuals who want that same proactive advice for tax planning, retirement planning, and education planning.

Our company is completely hands on in our approach to helping both business and personal clients.  Our clients value our advice and consider us their trusted advisor on all areas of their business and personal life decisions.  We firmly believe that the correct tax strategy combined with proactive planning can have a great impact on our client’s business and personal lives.  We work with our clients throughout the year to help them run their business more effectively, proactively plan for taxes, and develop any necessary tax savings strategies during the year so there are no surprises when the tax return is completed.  We offer exceptional customer service for all our clients no matter how big or small.  

Call us to schedule a complimentary tax consultation to review tax return and possible tax savings strategies 

Our Tax Services Include:

• Business Tax Compliance & Consulting
• Individual Tax Compliance & Consulting
• Customized Tax Planning and Projections
• Choice of Entity and Conversions of Entity 
• Succession and Retirement Planning
• Merger & Acquisition Representation
• Acquisition Due Diligence