Tax Compliance & Financial Planning

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The key to successful tax and financial planning, is working with an experienced and proactive tax accounting team. Each of our clients’ tax preparation needs and situations are unique. We understand that the greatest value we provide is taking the time to listen to our clients and make sure our plan incorporates business financial goals as well as personal financial plans. A quality custom tax plan maximizes tax deductions today, strategizes for the future, protects assets and enables wealth accumulation.

We can work with your current CPA to ensure a smooth transition.

Strategic & Financial Planning Services We Offer

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Business Tax Compliance

If I have no prior knowledge of business tax compliance, how do I guarantee I stay up to code on all my small business tax compliances? How do I prepare my federal and state small business tax returns?

Individual Tax Compliance

How do I guarantee that I’m not paying more property and income taxes than I’m required to pay? How do I know that my tax preparer is seeking out the best tax opportunities for my interests?

Trust & Estate Tax Compliance

Where can I find someone that will help me handle the affairs of an estate as a trustee, executor, or beneficiary? How can I guarantee that I’m receiving the full benefits of the estate plans set forth?

International Tax Compliance

If I’m doing business across borders, what are the filing requirements of holding assets in foreign countries? How can I find a comprehensive tax plan that includes foreign tax credit analysis, income tax treaties, & foreign earned income exclusion and expatriation?

Family Financial & Tax Planning

How can I find a holistic family financial & tax planning experience that keeps my finances on track for years to come? How can I balance family wealth management, business success planning, and retirement planning all in one place?

Tax Audit Representation

If I’m being audited by the IRS, where do I turn for representation? What do I do to reduce my chances of a business tax return audit, individual tax return audit, or sales tax account audit?